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 | $27,619 | $165,984-83.4% | $164,813-83.2% | $145,922-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.63% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,823 | $5,273-46.5% | $4,341-35.0% | $4,660-39.4% |
| Participant deferral / active EE | $8,030 | $6,959+15.4% | $6,031+33.1% | $6,688+20.1% |
| Admin fee / account holder | $202 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |