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 | $73,755 | $100,773-26.8% | $88,946-17.1% | $142,382-48.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.66% | 70.18%-47.5pp | 57.82%-35.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $10,327 | $2,918+254.0% | $2,555+304.2% | $4,299+140.2% |
| Participant deferral / active EE | $7,691 | $5,230+47.0% | $4,581+67.9% | $6,507+18.2% |
| Admin fee / account holder | $73 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |