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 | $23,267 | $159,602-85.4% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.07% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,769 | $4,961-44.2% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $6,896 | $8,310-17.0% | $7,997-13.8% | $6,507+6.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |