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 3-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 | $32,513 | $158,398-79.5% | $126,539-74.3% | $142,382-77.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.09% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,574 | $4,650-1.6% | $3,674+24.5% | $4,299+6.4% |
| Participant deferral / active EE | $5,910 | $4,767+24.0% | $4,083+44.7% | $6,507-9.2% |
| Admin fee / account holder | $195 | $6,918-97.2% | $6,065-96.8% | $12,624-98.5% |