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 | $53,550 | $104,974-49.0% | $95,585-44.0% | $142,382-62.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.04% | 210.33%-186.3pp | 38.56%-14.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,354 | $2,779+56.7% | $2,527+72.3% | $4,299+1.3% |
| Participant deferral / active EE | $7,833 | $4,352+80.0% | $4,023+94.7% | $6,507+20.4% |
| Admin fee / account holder | $17 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |