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 | $52,425 | $159,602-67.2% | $150,045-65.1% | $142,382-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.96% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,534 | $4,961+51.9% | $4,693+60.5% | $4,299+75.3% |
| Participant deferral / active EE | $9,472 | $8,310+14.0% | $7,997+18.4% | $6,507+45.6% |
| Admin fee / account holder | $95 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |