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 | $58,857 | $106,584-44.8% | $101,326-41.9% | $142,382-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.91% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,612 | $3,956+41.9% | $3,665+53.1% | $4,299+30.5% |
| Participant deferral / active EE | $12,457 | $8,297+50.1% | $7,994+55.8% | $6,507+91.4% |
| Admin fee / account holder | $116 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |