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 | $50,258 | $106,515-52.8% | $96,683-48.0% | $139,434-64.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.60% | 38.43%-6.8pp | 35.69%-4.1pp | 372.94%-341.3pp |
| Employer contribution / active EE | $2,415 | $4,103-41.1% | $3,737-35.4% | $4,751-49.2% |
| Participant deferral / active EE | $21,635 | $5,454+296.7% | $4,878+343.5% | $6,710+222.4% |
| Admin fee / account holder | $125 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |