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 8-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 | $40,345 | $127,065-68.2% | $113,168-64.3% | $142,382-71.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.15% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,040 | $3,442-11.7% | $2,975+2.2% | $4,299-29.3% |
| Participant deferral / active EE | $5,829 | $5,716+2.0% | $5,107+14.1% | $6,507-10.4% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |