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 | $52,895 | $95,266-44.5% | $82,389-35.8% | $142,382-62.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 27.51% | 25.74%+1.8pp | 28.67%-1.2pp | 217.08%-189.6pp |
| Employer contribution / active EE | $6,728 | $2,991+124.9% | $2,517+167.3% | $4,299+56.5% |
| Participant deferral / active EE | $13,801 | $4,809+187.0% | $4,155+232.2% | $6,507+112.1% |
| Admin fee / account holder | $57 | $8,563-99.3% | $7,231-99.2% | $12,624-99.5% |