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 | $39,323 | $177,572-77.9% | $154,803-74.6% | $142,382-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.63% | 65.07%-41.4pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $7,908 | $4,810+64.4% | $4,305+83.7% | $4,299+83.9% |
| Participant deferral / active EE | $8,028 | $6,272+28.0% | $5,540+44.9% | $6,507+23.4% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |