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 | $33,384 | $177,572-81.2% | $154,803-78.4% | $142,382-76.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.59% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,172 | $4,810-54.9% | $4,305-49.6% | $4,299-49.5% |
| Participant deferral / active EE | $8,261 | $6,272+31.7% | $5,540+49.1% | $6,507+27.0% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |