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 | $48,605 | $177,572-72.6% | $154,803-68.6% | $142,382-65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.03% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,950 | $4,810-38.7% | $4,305-31.5% | $4,299-31.4% |
| Participant deferral / active EE | $8,986 | $6,272+43.3% | $5,540+62.2% | $6,507+38.1% |
| Admin fee / account holder | $171 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |