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 | $37,215 | $175,202-78.8% | $149,673-75.1% | $139,434-73.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 377.06% | 166.71%+210.3pp | 134.42%+242.6pp | 372.94%+4.1pp |
| Employer contribution / active EE | $5,121 | $5,474-6.4% | $4,818+6.3% | $4,751+7.8% |
| Participant deferral / active EE | $11,216 | $6,519+72.1% | $5,680+97.5% | $6,710+67.2% |
| Admin fee / account holder | $158 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |