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 | $18,763 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.63% | 65.07%-44.4pp | 58.88%-38.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,685 | $4,810-44.2% | $4,305-37.6% | $4,299-37.5% |
| Participant deferral / active EE | $5,298 | $6,272-15.5% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $97 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |