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 | $132,634-61.1% | $115,768-55.4% | $137,256-62.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.65% | 160.70%-142.1pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,554 | $3,360+35.6% | $2,940+54.9% | $4,156+9.6% |
| Participant deferral / active EE | $17,144 | $5,619+205.1% | $4,917+248.7% | $6,407+167.6% |
| Admin fee / account holder | $293 | $15,028-98.1% | $12,439-97.6% | $12,270-97.6% |