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 | $29,068 | $159,602-81.8% | $150,045-80.6% | $142,382-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,867 | $4,961-42.2% | $4,693-38.9% | $4,299-33.3% |
| Participant deferral / active EE | $8,964 | $8,310+7.9% | $7,997+12.1% | $6,507+37.8% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |