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 | $39,173 | $90,348-56.6% | $75,972-48.4% | $145,922-73.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.85% | 620.88%-610.0pp | 359.55%-348.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $5,448 | $3,311+64.5% | $2,685+102.9% | $4,660+16.9% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $253 | $8,467-97.0% | $6,467-96.1% | $13,397-98.1% |