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 | $40,691 | $183,592-77.8% | $155,567-73.8% | $145,959-72.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.75% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $18,460 | $5,315+247.3% | $4,674+294.9% | $4,661+296.1% |
| Participant deferral / active EE | $12,689 | $6,464+96.3% | $5,628+125.5% | $6,689+89.7% |
| Admin fee / account holder | $278 | $19,318-98.6% | $15,916-98.3% | $13,398-97.9% |