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 | $42,255 | $177,572-76.2% | $154,803-72.7% | $142,382-70.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.30% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $8,705 | $4,810+81.0% | $4,305+102.2% | $4,299+102.5% |
| Participant deferral / active EE | $9,581 | $6,272+52.8% | $5,540+72.9% | $6,507+47.2% |
| Admin fee / account holder | $139 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |