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 | $57,023 | $97,125-41.3% | $86,233-33.9% | $137,256-58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.12% | 74.19%-51.1pp | 61.39%-38.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,430 | $2,841-14.5% | $2,504-3.0% | $4,156-41.5% |
| Participant deferral / active EE | $8,770 | $5,180+69.3% | $4,559+92.4% | $6,407+36.9% |
| Admin fee / account holder | $119 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |