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 | $62,061 | $133,922-53.7% | $116,228-46.6% | $142,382-56.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.69% | 147.76%-126.1pp | 90.06%-68.4pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,821 | $3,446+10.9% | $2,994+27.6% | $4,299-11.1% |
| Participant deferral / active EE | $14,494 | $5,672+155.5% | $4,953+192.6% | $6,507+122.7% |
| Admin fee / account holder | $105 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |