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 | $59,116 | $95,266-37.9% | $82,389-28.2% | $142,382-58.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.26% | 25.74%-2.5pp | 28.67%-5.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $8,991 | $2,991+200.6% | $2,517+257.2% | $4,299+109.1% |
| Participant deferral / active EE | $10,221 | $4,809+112.5% | $4,155+146.0% | $6,507+57.1% |
| Admin fee / account holder | $103 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |