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 | $59,378 | $154,228-61.5% | $145,433-59.2% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.73% | 74.59%-54.9pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,964 | $4,804-17.5% | $4,554-13.0% | $4,156-4.6% |
| Participant deferral / active EE | $11,296 | $8,216+37.5% | $7,897+43.0% | $6,407+76.3% |
| Admin fee / account holder | $259 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |