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 | $49,837 | $127,065-60.8% | $113,168-56.0% | $142,382-65.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.19% | 24.03%+2.2pp | 24.27%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,514 | $3,442-27.0% | $2,975-15.5% | $4,299-41.5% |
| Participant deferral / active EE | $19,583 | $5,716+242.6% | $5,107+283.5% | $6,507+200.9% |
| Admin fee / account holder | $53 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |