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 | $18,067 | $148,534-87.8% | $135,903-86.7% | $139,434-87.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.28% | 79.19%-41.9pp | 68.23%-30.9pp | 372.94%-335.7pp |
| Employer contribution / active EE | $2,163 | $5,243-58.7% | $4,856-55.5% | $4,751-54.5% |
| Participant deferral / active EE | $7,442 | $8,100-8.1% | $7,758-4.1% | $6,710+10.9% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |