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 | $58,537 | $106,584-45.1% | $101,326-42.2% | $142,382-58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.62% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,472 | $3,956+13.0% | $3,665+22.0% | $4,299+4.0% |
| Participant deferral / active EE | $18,873 | $8,297+127.5% | $7,994+136.1% | $6,507+190.0% |
| Admin fee / account holder | $166 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |