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 | $43,994 | $124,425-64.6% | $112,040-60.7% | $137,256-67.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 32.70% | 24.72%+8.0pp | 24.52%+8.2pp | 220.34%-187.6pp |
| Employer contribution / active EE | $4,020 | $3,411+17.8% | $2,954+36.1% | $4,156-3.3% |
| Participant deferral / active EE | $10,445 | $5,718+82.6% | $5,098+104.9% | $6,407+63.0% |
| Admin fee / account holder | $43 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |