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 | $60,041 | $177,572-66.2% | $154,803-61.2% | $142,382-57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 198.19% | 65.07%+133.1pp | 58.88%+139.3pp | 217.08%-18.9pp |
| Employer contribution / active EE | $1,477 | $4,810-69.3% | $4,305-65.7% | $4,299-65.6% |
| Participant deferral / active EE | $8,107 | $6,272+29.3% | $5,540+46.3% | $6,507+24.6% |
| Admin fee / account holder | $63 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |