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 | $16,721 | $159,602-89.5% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.49% | 70.24%-51.7pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,643 | $4,961-66.9% | $4,693-65.0% | $4,299-61.8% |
| Participant deferral / active EE | $2,703 | $8,310-67.5% | $7,997-66.2% | $6,507-58.5% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |