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 | $23,373 | $159,602-85.4% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.16% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,366 | $4,961-72.5% | $4,693-70.9% | $4,299-68.2% |
| Participant deferral / active EE | $2,820 | $8,310-66.1% | $7,997-64.7% | $6,507-56.7% |
| Admin fee / account holder | $94 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |