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 | $76,320 | $177,572-57.0% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.00% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $17,363 | $4,810+260.9% | $4,305+303.3% | $4,299+303.9% |
| Participant deferral / active EE | $16,875 | $6,272+169.1% | $5,540+204.6% | $6,507+159.3% |
| Admin fee / account holder | $147 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |