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 | $43,687 | $209,336-79.1% | $197,124-77.8% | $137,256-68.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.45% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,405 | $6,591-48.3% | $6,227-45.3% | $4,156-18.1% |
| Participant deferral / active EE | $6,985 | $9,614-27.3% | $9,135-23.5% | $6,407+9.0% |
| Admin fee / account holder | $79 | $17,308-99.5% | $16,298-99.5% | $12,270-99.4% |