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 | $13,217 | $177,572-92.6% | $154,803-91.5% | $142,382-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.96% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,334 | $4,810-72.3% | $4,305-69.0% | $4,299-69.0% |
| Participant deferral / active EE | $2,014 | $6,272-67.9% | $5,540-63.7% | $6,507-69.1% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |