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 | $159,602-80.4% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.37% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,384 | $4,961-51.9% | $4,693-49.2% | $4,299-44.5% |
| Participant deferral / active EE | $11,457 | $8,310+37.9% | $7,997+43.3% | $6,507+76.1% |
| Admin fee / account holder | $196 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |