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 4-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 | $83,744 | $159,602-47.5% | $150,045-44.2% | $142,382-41.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.66% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,280 | $4,961-54.0% | $4,693-51.4% | $4,299-47.0% |
| Participant deferral / active EE | $17,417 | $8,310+109.6% | $7,997+117.8% | $6,507+167.7% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |