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 | $20,361 | $202,432-89.9% | $169,368-88.0% | $139,434-85.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.02% | 531.74%-504.7pp | 405.60%-378.6pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,297 | $4,692-51.0% | $4,013-42.8% | $4,751-51.7% |
| Participant deferral / active EE | $5,126 | $6,938-26.1% | $6,221-17.6% | $6,710-23.6% |
| Admin fee / account holder | $259 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |