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 | $41,769 | $100,970-58.6% | $96,576-56.8% | $137,256-69.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.26% | 38.16%-14.9pp | 38.47%-15.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $7,765 | $3,809+103.9% | $3,553+118.5% | $4,156+86.8% |
| Participant deferral / active EE | $7,154 | $8,286-13.7% | $7,956-10.1% | $6,407+11.7% |
| Admin fee / account holder | $60 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |