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 3-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 | $16,846 | $159,602-89.4% | $150,045-88.8% | $142,382-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.99% | 70.24%-42.2pp | 62.55%-34.6pp | 217.08%-189.1pp |
| Employer contribution / active EE | $2,766 | $4,961-44.2% | $4,693-41.1% | $4,299-35.7% |
| Participant deferral / active EE | $3,952 | $8,310-52.4% | $7,997-50.6% | $6,507-39.3% |
| Admin fee / account holder | $148 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |