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 | $54,690 | $54,7050% | $71,209-23.2% | $84,808-35.5% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 23.84% | 35.90%-12.1pp | 282.51%-258.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $4,683 | $2,158+117.0% | $2,721+72.1% | $2,631+78.0% |
| Participant deferral / active EE | $8,838 | $3,030+191.6% | $4,175+111.7% | $4,212+109.8% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |