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 | $16,125 | $177,572-90.9% | $154,803-89.6% | $142,382-88.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,777 | $4,810-42.3% | $4,305-35.5% | $4,299-35.4% |
| Participant deferral / active EE | $3,020 | $6,272-51.8% | $5,540-45.5% | $6,507-53.6% |
| Admin fee / account holder | $86 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |