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 | $16,787 | $154,228-89.1% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 130.26% | 74.59%+55.7pp | 66.58%+63.7pp | 220.34%-90.1pp |
| Employer contribution / active EE | $1,882 | $4,804-60.8% | $4,554-58.7% | $4,156-54.7% |
| Participant deferral / active EE | $2,590 | $8,216-68.5% | $7,897-67.2% | $6,407-59.6% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |