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 | $54,298 | $177,572-69.4% | $154,803-64.9% | $142,382-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.10% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,198 | $4,810+8.1% | $4,305+20.7% | $4,299+20.9% |
| Participant deferral / active EE | $7,794 | $6,272+24.3% | $5,540+40.7% | $6,507+19.8% |
| Admin fee / account holder | $253 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |