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 6-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 | $15,781 | $177,572-91.1% | $154,803-89.8% | $142,382-88.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.15% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,107 | $4,810-14.6% | $4,305-4.6% | $4,299-4.5% |
| Participant deferral / active EE | $8,291 | $6,272+32.2% | $5,540+49.6% | $6,507+27.4% |
| Admin fee / account holder | $99 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |