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 | $39,998 | $175,202-77.2% | $149,673-73.3% | $139,434-71.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.64% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,252 | $5,474-77.1% | $4,818-74.0% | $4,751-73.7% |
| Participant deferral / active EE | $3,133 | $6,519-51.9% | $5,680-44.8% | $6,710-53.3% |
| Admin fee / account holder | $63 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |