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 | $35,897 | $177,572-79.8% | $154,803-76.8% | $142,382-74.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.51% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,122 | $4,810+48.1% | $4,305+65.4% | $4,299+65.7% |
| Participant deferral / active EE | $5,945 | $6,272-5.2% | $5,540+7.3% | $6,507-8.6% |
| Admin fee / account holder | $81 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |