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 | $13,231 | $177,572-92.5% | $154,803-91.5% | $142,382-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,686 | $4,810-65.0% | $4,305-60.8% | $4,299-60.8% |
| Participant deferral / active EE | $1,932 | $6,272-69.2% | $5,540-65.1% | $6,507-70.3% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |