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 | $60,194 | $172,478-65.1% | $145,661-58.7% | $142,382-57.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 247.78% | 151.09%+96.7pp | 101.46%+146.3pp | 217.08%+30.7pp |
| Employer contribution / active EE | $2,293 | $4,899-53.2% | $4,238-45.9% | $4,299-46.7% |
| Participant deferral / active EE | $6,833 | $8,348-18.2% | $7,198-5.1% | $6,507+5.0% |
| Admin fee / account holder | $42 | $16,864-99.7% | $12,466-99.7% | $12,624-99.7% |