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 | $33,073 | $177,572-81.4% | $154,803-78.6% | $142,382-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.90% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,154 | $4,810-34.4% | $4,305-26.7% | $4,299-26.6% |
| Participant deferral / active EE | $10,681 | $6,272+70.3% | $5,540+92.8% | $6,507+64.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |