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 | $33,101 | $177,572-81.4% | $154,803-78.6% | $142,382-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.21% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $8,945 | $4,810+86.0% | $4,305+107.8% | $4,299+108.1% |
| Participant deferral / active EE | $4,156 | $6,272-33.7% | $5,540-25.0% | $6,507-36.1% |
| Admin fee / account holder | $69 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |