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 | $17,287 | $202,432-91.5% | $169,368-89.8% | $139,434-87.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.46% | 531.74%-510.3pp | 405.60%-384.1pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,165 | $4,692-53.9% | $4,013-46.1% | $4,751-54.4% |
| Participant deferral / active EE | $6,305 | $6,938-9.1% | $6,221+1.3% | $6,710-6.0% |
| Admin fee / account holder | $137 | $10,708-98.7% | $9,003-98.5% | $11,403-98.8% |