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 | $30,775 | $177,572-82.7% | $154,803-80.1% | $142,382-78.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,175 | $4,810-75.6% | $4,305-72.7% | $4,299-72.7% |
| Participant deferral / active EE | $3,707 | $6,272-40.9% | $5,540-33.1% | $6,507-43.0% |
| Admin fee / account holder | $136 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |