See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,472 | $157,256-73.6% | $141,162-70.6% | $152,861-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.97% | 64.32%-21.3pp | 71.39%-28.4pp | 345.32%-302.3pp |
| Employer contribution / active EE | $4,308 | $5,261-18.1% | $4,735-9.0% | $4,762-9.5% |
| Participant deferral / active EE | $13,400 | $7,109+88.5% | $6,709+99.7% | $5,850+129.1% |
| Admin fee / account holder | $231 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |