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 | $19,855 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.41% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,724 | $5,313-67.6% | $4,672-63.1% | $4,660-63.0% |
| Participant deferral / active EE | $6,550 | $6,462+1.4% | $5,626+16.4% | $6,688-2.1% |
| Admin fee / account holder | $111 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |