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 | $33,467 | $209,336-84.0% | $197,124-83.0% | $137,256-75.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.33% | 48.09%-27.8pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,154 | $6,591-67.3% | $6,227-65.4% | $4,156-48.2% |
| Participant deferral / active EE | $4,310 | $9,614-55.2% | $9,135-52.8% | $6,407-32.7% |
| Admin fee / account holder | $193 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |