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 | $24,572 | $202,432-87.9% | $169,368-85.5% | $139,434-82.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.22% | 531.74%-492.5pp | 405.60%-366.4pp | 372.94%-333.7pp |
| Employer contribution / active EE | $4,032 | $4,692-14.1% | $4,013+0.5% | $4,751-15.1% |
| Participant deferral / active EE | $8,305 | $6,938+19.7% | $6,221+33.5% | $6,710+23.8% |
| Admin fee / account holder | $24 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |