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 3-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 | $17,391 | $177,572-90.2% | $154,803-88.8% | $142,382-87.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.03% | 65.07%-43.0pp | 58.88%-36.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,777 | $4,810-63.1% | $4,305-58.7% | $4,299-58.7% |
| Participant deferral / active EE | $4,790 | $6,272-23.6% | $5,540-13.5% | $6,507-26.4% |
| Admin fee / account holder | $62 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |