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 | $41,556 | $87,166-52.3% | $76,735-45.8% | $137,256-69.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.08% | 26.50%-5.4pp | 29.77%-8.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,676 | $2,904+95.4% | $2,454+131.3% | $4,156+36.6% |
| Participant deferral / active EE | $23,638 | $4,726+400.2% | $4,088+478.2% | $6,407+269.0% |
| Admin fee / account holder | $91 | $8,403-98.9% | $7,189-98.7% | $12,270-99.3% |