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 | $50,128 | $154,228-67.5% | $145,433-65.5% | $137,256-63.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.78% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,720 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $9,185 | $8,216+11.8% | $7,897+16.3% | $6,407+43.4% |
| Admin fee / account holder | $180 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |