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 | $48,425 | $159,602-69.7% | $150,045-67.7% | $142,382-66.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.92% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,184 | $4,961-35.8% | $4,693-32.2% | $4,299-25.9% |
| Participant deferral / active EE | $8,367 | $8,310+0.7% | $7,997+4.6% | $6,507+28.6% |
| Admin fee / account holder | $102 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |