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 3-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 | $24,435 | $159,602-84.7% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.72% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,765 | $4,961-24.1% | $4,693-19.8% | $4,299-12.4% |
| Participant deferral / active EE | $8,784 | $8,310+5.7% | $7,997+9.8% | $6,507+35.0% |
| Admin fee / account holder | $39 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |