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 | $103,906 | $172,478-39.8% | $145,661-28.7% | $142,382-27.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 45.30% | 151.09%-105.8pp | 101.46%-56.2pp | 217.08%-171.8pp |
| Employer contribution / active EE | $8,868 | $4,899+81.0% | $4,238+109.3% | $4,299+106.3% |
| Participant deferral / active EE | $14,058 | $8,348+68.4% | $7,198+95.3% | $6,507+116.0% |
| Admin fee / account holder | $212 | $16,864-98.7% | $12,466-98.3% | $12,624-98.3% |