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 | $51,660 | $133,922-61.4% | $116,228-55.6% | $142,382-63.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.65% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,554 | $3,446+32.2% | $2,994+52.1% | $4,299+5.9% |
| Participant deferral / active EE | $17,144 | $5,672+202.2% | $4,953+246.1% | $6,507+163.5% |
| Admin fee / account holder | $293 | $14,945-98.0% | $11,989-97.6% | $12,624-97.7% |