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 | $51,478 | $133,922-61.6% | $116,228-55.7% | $142,382-63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.86% | 147.76%-123.9pp | 90.06%-66.2pp | 217.08%-193.2pp |
| Employer contribution / active EE | $5,359 | $3,446+55.5% | $2,994+79.0% | $4,299+24.6% |
| Participant deferral / active EE | $11,898 | $5,672+109.8% | $4,953+140.2% | $6,507+82.8% |
| Admin fee / account holder | $121 | $14,945-99.2% | $11,989-99.0% | $12,624-99.0% |