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 | $56,635 | $132,634-57.3% | $115,768-51.1% | $137,256-58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.89% | 160.70%-138.8pp | 100.46%-78.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,177 | $3,360-5.4% | $2,940+8.1% | $4,156-23.6% |
| Participant deferral / active EE | $7,222 | $5,619+28.5% | $4,917+46.9% | $6,407+12.7% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |