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 | $37,561 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.70% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,553 | $4,961-28.4% | $4,693-24.3% | $4,299-17.3% |
| Participant deferral / active EE | $19,885 | $8,310+139.3% | $7,997+148.7% | $6,507+205.6% |
| Admin fee / account holder | $191 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |