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 | $43,684 | $106,584-59.0% | $101,326-56.9% | $142,382-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.13% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,544 | $3,956-35.7% | $3,665-30.6% | $4,299-40.8% |
| Participant deferral / active EE | $4,914 | $8,297-40.8% | $7,994-38.5% | $6,507-24.5% |
| Admin fee / account holder | $98 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |