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 | $27,074 | $177,572-84.8% | $154,803-82.5% | $142,382-81.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.89% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,020 | $4,810-16.4% | $4,305-6.6% | $4,299-6.5% |
| Participant deferral / active EE | $6,484 | $6,272+3.4% | $5,540+17.0% | $6,507-0.4% |
| Admin fee / account holder | $68 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |