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 | $22,003 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.80% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,948 | $4,961-20.4% | $4,693-15.9% | $4,299-8.2% |
| Participant deferral / active EE | $3,711 | $8,310-55.3% | $7,997-53.6% | $6,507-43.0% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |