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 | $19,074 | $159,602-88.0% | $150,045-87.3% | $142,382-86.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.57% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,321 | $4,961-53.2% | $4,693-50.6% | $4,299-46.0% |
| Participant deferral / active EE | $3,824 | $8,310-54.0% | $7,997-52.2% | $6,507-41.2% |
| Admin fee / account holder | $122 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |