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 | $42,258 | $209,336-79.8% | $197,124-78.6% | $137,256-69.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.77% | 48.09%-22.3pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,192 | $6,591-66.7% | $6,227-64.8% | $4,156-47.3% |
| Participant deferral / active EE | $9,400 | $9,614-2.2% | $9,135+2.9% | $6,407+46.7% |
| Admin fee / account holder | $114 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |