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 | $214,378-76.5% | $200,582-74.9% | $142,382-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.68% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,973 | $6,841-71.2% | $6,419-69.3% | $4,299-54.1% |
| Participant deferral / active EE | $13,500 | $9,865+36.8% | $9,331+44.7% | $6,507+107.5% |
| Admin fee / account holder | $259 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |