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 | $50,095 | $117,983-57.5% | $101,794-50.8% | $142,382-64.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,962 | $2,773+6.8% | $2,289+29.4% | $4,299-31.1% |
| Participant deferral / active EE | $6,812 | $4,714+44.5% | $4,084+66.8% | $6,507+4.7% |
| Admin fee / account holder | $243 | $10,433-97.7% | $8,777-97.2% | $12,624-98.1% |