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 | $39,438 | $127,065-69.0% | $113,168-65.2% | $142,382-72.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 25.92% | 24.03%+1.9pp | 24.27%+1.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,976 | $3,442+15.5% | $2,975+33.6% | $4,299-7.5% |
| Participant deferral / active EE | $10,014 | $5,716+75.2% | $5,107+96.1% | $6,507+53.9% |
| Admin fee / account holder | $41 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |