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 | $49,716 | $127,065-60.9% | $113,168-56.1% | $142,382-65.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.16% | 24.03%+0.1pp | 24.27%-0.1pp | 217.08%-192.9pp |
| Employer contribution / active EE | $5,275 | $3,442+53.3% | $2,975+77.3% | $4,299+22.7% |
| Participant deferral / active EE | $13,434 | $5,716+135.0% | $5,107+163.1% | $6,507+106.5% |
| Admin fee / account holder | $104 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |