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 | $50,773 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.76% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,334 | $4,636+15.1% | $4,154+28.4% | $4,156+28.3% |
| Participant deferral / active EE | $10,817 | $6,166+75.4% | $5,453+98.4% | $6,407+68.8% |
| Admin fee / account holder | $106 | $16,471-99.4% | $14,116-99.2% | $12,270-99.1% |