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 | $55,076 | $214,378-74.3% | $200,582-72.5% | $142,382-61.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.93% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,087 | $6,841-69.5% | $6,419-67.5% | $4,299-51.4% |
| Participant deferral / active EE | $8,773 | $9,865-11.1% | $9,331-6.0% | $6,507+34.8% |
| Admin fee / account holder | $66 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |