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 | $36,380 | $175,202-79.2% | $149,673-75.7% | $139,434-73.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.52% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $6,081 | $5,474+11.1% | $4,818+26.2% | $4,751+28.0% |
| Participant deferral / active EE | $5,466 | $6,519-16.2% | $5,680-3.8% | $6,710-18.5% |
| Admin fee / account holder | $102 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |