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 3-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 | $38,717 | $127,065-69.5% | $113,168-65.8% | $142,382-72.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.30% | 24.03%-0.7pp | 24.27%-1.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,554 | $3,442+32.3% | $2,975+53.0% | $4,299+5.9% |
| Participant deferral / active EE | $1,915 | $5,716-66.5% | $5,107-62.5% | $6,507-70.6% |
| Admin fee / account holder | $176 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |