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 | $46,979 | $127,065-63.0% | $113,168-58.5% | $142,382-67.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.33% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,490 | $3,442+30.4% | $2,975+50.9% | $4,299+4.4% |
| Participant deferral / active EE | $6,562 | $5,716+14.8% | $5,107+28.5% | $6,507+0.8% |
| Admin fee / account holder | $291 | $15,736-98.1% | $12,068-97.6% | $12,624-97.7% |