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 | $42,335 | $159,602-73.5% | $150,045-71.8% | $142,382-70.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.24% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $9,483 | $4,961+91.2% | $4,693+102.1% | $4,299+120.6% |
| Participant deferral / active EE | $8,468 | $8,310+1.9% | $7,997+5.9% | $6,507+30.1% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |