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 | $31,217 | $154,228-79.8% | $145,433-78.5% | $137,256-77.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.37% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,384 | $4,804-50.4% | $4,554-47.6% | $4,156-42.6% |
| Participant deferral / active EE | $11,457 | $8,216+39.4% | $7,897+45.1% | $6,407+78.8% |
| Admin fee / account holder | $196 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |