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 | $50,329 | $209,336-76.0% | $197,124-74.5% | $137,256-63.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.68% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,973 | $6,591-70.1% | $6,227-68.3% | $4,156-52.5% |
| Participant deferral / active EE | $13,500 | $9,614+40.4% | $9,135+47.8% | $6,407+110.7% |
| Admin fee / account holder | $259 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |