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 | $48,565 | $154,228-68.5% | $145,433-66.6% | $137,256-64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.69% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,679 | $4,804-2.6% | $4,554+2.7% | $4,156+12.6% |
| Participant deferral / active EE | $11,134 | $8,216+35.5% | $7,897+41.0% | $6,407+73.8% |
| Admin fee / account holder | $288 | $14,344-98.0% | $13,129-97.8% | $12,270-97.7% |