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 | $86,011 | $159,602-46.1% | $150,045-42.7% | $142,382-39.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.21% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,934 | $4,961-40.9% | $4,693-37.5% | $4,299-31.8% |
| Participant deferral / active EE | $23,184 | $8,310+179.0% | $7,997+189.9% | $6,507+256.3% |
| Admin fee / account holder | $162 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |