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 | $45,860 | $179,726-74.5% | $156,263-70.7% | $142,382-67.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.60% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,516 | $5,069-10.9% | $4,333+4.2% | $4,299+5.0% |
| Participant deferral / active EE | $17,446 | $6,956+150.8% | $6,158+183.3% | $6,507+168.1% |
| Admin fee / account holder | $204 | $17,272-98.8% | $14,255-98.6% | $12,624-98.4% |