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 | $48,840 | $159,602-69.4% | $150,045-67.4% | $142,382-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.74% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $5,091 | $4,961+2.6% | $4,693+8.5% | $4,299+18.4% |
| Participant deferral / active EE | $9,260 | $8,310+11.4% | $7,997+15.8% | $6,507+42.3% |
| Admin fee / account holder | $52 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |