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 | $133,922-57.7% | $116,228-51.3% | $142,382-60.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.89% | 147.76%-125.9pp | 90.06%-68.2pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,177 | $3,446-7.8% | $2,994+6.1% | $4,299-26.1% |
| Participant deferral / active EE | $7,222 | $5,672+27.3% | $4,953+45.8% | $6,507+11.0% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |