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 | $30,569 | $177,572-82.8% | $154,803-80.3% | $142,382-78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.95% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $4,977 | $4,810+3.5% | $4,305+15.6% | $4,299+15.8% |
| Participant deferral / active EE | $8,330 | $6,272+32.8% | $5,540+50.4% | $6,507+28.0% |
| Admin fee / account holder | $66 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |