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 | $40,949 | $106,515-61.6% | $96,683-57.6% | $139,434-70.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.77% | 38.43%-21.7pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $20,185 | $4,103+392.0% | $3,737+440.2% | $4,751+324.9% |
| Participant deferral / active EE | $8,597 | $5,454+57.6% | $4,878+76.2% | $6,710+28.1% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |