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 | $18,250 | $159,602-88.6% | $150,045-87.8% | $142,382-87.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.91% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,980 | $4,961-60.1% | $4,693-57.8% | $4,299-53.9% |
| Participant deferral / active EE | $3,854 | $8,310-53.6% | $7,997-51.8% | $6,507-40.8% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |