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 | $46,822 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,720 | $4,961+35.5% | $4,693+43.2% | $4,299+56.3% |
| Participant deferral / active EE | $4,902 | $8,310-41.0% | $7,997-38.7% | $6,507-24.7% |
| Admin fee / account holder | $36 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |