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 | $56,118 | $214,378-73.8% | $200,582-72.0% | $142,382-60.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.13% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,678 | $6,841-46.2% | $6,419-42.7% | $4,299-14.5% |
| Participant deferral / active EE | $15,880 | $9,865+61.0% | $9,331+70.2% | $6,507+144.0% |
| Admin fee / account holder | $272 | $17,692-98.5% | $16,305-98.3% | $12,624-97.8% |