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 | $41,511 | $159,602-74.0% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.30% | 70.24%-46.9pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $12,120 | $4,961+144.3% | $4,693+158.3% | $4,299+181.9% |
| Participant deferral / active EE | $24,117 | $8,310+190.2% | $7,997+201.6% | $6,507+270.6% |
| Admin fee / account holder | $240 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |