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 | $39,942 | $159,602-75.0% | $150,045-73.4% | $142,382-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.57% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,831 | $4,961-63.1% | $4,693-61.0% | $4,299-57.4% |
| Participant deferral / active EE | $6,132 | $8,310-26.2% | $7,997-23.3% | $6,507-5.8% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |