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 | $43,435 | $177,572-75.5% | $154,803-71.9% | $142,382-69.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.35% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,308 | $4,810-31.2% | $4,305-23.2% | $4,299-23.1% |
| Participant deferral / active EE | $4,162 | $6,272-33.6% | $5,540-24.9% | $6,507-36.0% |
| Admin fee / account holder | $291 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |