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 | $35,425 | $114,381-69.0% | $107,525-67.1% | $142,382-75.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.47% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,102 | $4,015-22.7% | $3,754-17.4% | $4,299-27.8% |
| Participant deferral / active EE | $4,539 | $5,564-18.4% | $5,116-11.3% | $6,507-30.2% |
| Admin fee / account holder | $71 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |