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 | $55,263 | $63,703-13.2% | $93,063-40.6% | $82,448-33.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 22.72% | -775.43%+798.2pp | 34.15%-11.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $4,897 | $1,729+183.3% | $2,476+97.8% | $2,551+92.0% |
| Participant deferral / active EE | $12,389 | $2,919+324.4% | $3,958+213.0% | $4,139+199.3% |
| Admin fee / account holder | $134 | $5,982-97.8% | $6,033-97.8% | $7,234-98.1% |