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 | $62,075 | $183,519-66.2% | $155,509-60.1% | $145,922-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.76% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $9,155 | $5,313+72.3% | $4,672+95.9% | $4,660+96.5% |
| Participant deferral / active EE | $5,083 | $6,462-21.3% | $5,626-9.6% | $6,688-24.0% |
| Admin fee / account holder | $252 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |