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 | $50,548 | $159,602-68.3% | $150,045-66.3% | $142,382-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.71% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $2,853 | $4,961-42.5% | $4,693-39.2% | $4,299-33.6% |
| Participant deferral / active EE | $17,717 | $8,310+113.2% | $7,997+121.5% | $6,507+172.3% |
| Admin fee / account holder | $89 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |