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 | $24,578 | $154,228-84.1% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.69% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,289 | $4,804-52.4% | $4,554-49.7% | $4,156-44.9% |
| Participant deferral / active EE | $4,649 | $8,216-43.4% | $7,897-41.1% | $6,407-27.4% |
| Admin fee / account holder | $47 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |