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 | $71,996 | $159,602-54.9% | $150,045-52.0% | $142,382-49.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.15% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,211 | $4,961-35.3% | $4,693-31.6% | $4,299-25.3% |
| Participant deferral / active EE | $24,158 | $8,310+190.7% | $7,997+202.1% | $6,507+271.2% |
| Admin fee / account holder | $157 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |