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 | $47,925 | $209,336-77.1% | $197,124-75.7% | $137,256-65.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.87% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,348 | $6,591-64.4% | $6,227-62.3% | $4,156-43.5% |
| Participant deferral / active EE | $10,969 | $9,614+14.1% | $9,135+20.1% | $6,407+71.2% |
| Admin fee / account holder | $280 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |