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 | $43,771 | $148,534-70.5% | $135,903-67.8% | $139,434-68.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.36% | 79.19%-51.8pp | 68.23%-40.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $4,840 | $5,243-7.7% | $4,856-0.3% | $4,751+1.9% |
| Participant deferral / active EE | $21,640 | $8,100+167.2% | $7,758+178.9% | $6,710+222.5% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |