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 | $53,738 | $177,572-69.7% | $154,803-65.3% | $142,382-62.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.85% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,204 | $4,810-54.2% | $4,305-48.8% | $4,299-48.7% |
| Participant deferral / active EE | $10,895 | $6,272+73.7% | $5,540+96.7% | $6,507+67.4% |
| Admin fee / account holder | $151 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |