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 | $69,911 | $100,970-30.8% | $96,576-27.6% | $137,256-49.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.43% | 38.16%-15.7pp | 38.47%-16.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $3,599 | $3,809-5.5% | $3,553+1.3% | $4,156-13.4% |
| Participant deferral / active EE | $7,947 | $8,286-4.1% | $7,956-0.1% | $6,407+24.0% |
| Admin fee / account holder | $141 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |