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 | $86,054 | $154,228-44.2% | $145,433-40.8% | $137,256-37.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.34% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,450 | $4,804-28.2% | $4,554-24.3% | $4,156-17.0% |
| Participant deferral / active EE | $21,125 | $8,216+157.1% | $7,897+167.5% | $6,407+229.7% |
| Admin fee / account holder | $227 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |