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 | $22,458 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.21% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,100 | $4,961-77.8% | $4,693-76.6% | $4,299-74.4% |
| Participant deferral / active EE | $7,893 | $8,310-5.0% | $7,997-1.3% | $6,507+21.3% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |