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 | $57,684 | $177,572-67.5% | $154,803-62.7% | $142,382-59.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.82% | 65.07%-53.2pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $14,264 | $4,810+196.5% | $4,305+231.3% | $4,299+231.8% |
| Participant deferral / active EE | $5,160 | $6,272-17.7% | $5,540-6.9% | $6,507-20.7% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |