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 | $19,294 | $202,432-90.5% | $169,368-88.6% | $139,434-86.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 46.30% | 531.74%-485.4pp | 405.60%-359.3pp | 372.94%-326.6pp |
| Employer contribution / active EE | $1,665 | $4,692-64.5% | $4,013-58.5% | $4,751-65.0% |
| Participant deferral / active EE | $8,181 | $6,938+17.9% | $6,221+31.5% | $6,710+21.9% |
| Admin fee / account holder | $104 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |