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 | $25,843 | $209,336-87.7% | $197,124-86.9% | $137,256-81.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.00% | 48.09%-26.1pp | 44.34%-22.3pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,805 | $6,591-57.4% | $6,227-54.9% | $4,156-32.5% |
| Participant deferral / active EE | $6,077 | $9,614-36.8% | $9,135-33.5% | $6,407-5.1% |
| Admin fee / account holder | $54 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |