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 | $46,808 | $183,519-74.5% | $155,509-69.9% | $145,922-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,630 | $5,313-50.5% | $4,672-43.7% | $4,660-43.6% |
| Participant deferral / active EE | $6,301 | $6,462-2.5% | $5,626+12.0% | $6,688-5.8% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |