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 | $27,515 | $209,336-86.9% | $197,124-86.0% | $137,256-80.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.41% | 48.09%-18.7pp | 44.34%-14.9pp | 220.34%-190.9pp |
| Employer contribution / active EE | $2,943 | $6,591-55.4% | $6,227-52.7% | $4,156-29.2% |
| Participant deferral / active EE | $10,082 | $9,614+4.9% | $9,135+10.4% | $6,407+57.4% |
| Admin fee / account holder | $244 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |