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 | $56,842 | $148,534-61.7% | $135,903-58.2% | $139,434-59.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.79% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $13,928 | $5,243+165.6% | $4,856+186.8% | $4,751+193.2% |
| Participant deferral / active EE | $9,852 | $8,100+21.6% | $7,758+27.0% | $6,710+46.8% |
| Admin fee / account holder | $117 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |