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 | $26,287 | $133,922-80.4% | $116,228-77.4% | $142,382-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 45.57% | 147.76%-102.2pp | 90.06%-44.5pp | 217.08%-171.5pp |
| Employer contribution / active EE | $2,859 | $3,446-17.0% | $2,994-4.5% | $4,299-33.5% |
| Participant deferral / active EE | $6,085 | $5,672+7.3% | $4,953+22.8% | $6,507-6.5% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |