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 | $92,350 | $177,572-48.0% | $154,803-40.3% | $142,382-35.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.09% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,564 | $4,810-46.7% | $4,305-40.4% | $4,299-40.4% |
| Participant deferral / active EE | $19,069 | $6,272+204.0% | $5,540+244.2% | $6,507+193.0% |
| Admin fee / account holder | $183 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |