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 | $20,081 | $159,602-87.4% | $150,045-86.6% | $142,382-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.99% | 70.24%-49.2pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,387 | $4,961-51.9% | $4,693-49.1% | $4,299-44.5% |
| Participant deferral / active EE | $4,139 | $8,310-50.2% | $7,997-48.2% | $6,507-36.4% |
| Admin fee / account holder | $22 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |