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 | $32,043 | $159,602-79.9% | $150,045-78.6% | $142,382-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.32% | 70.24%-44.9pp | 62.55%-37.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,785 | $4,961-43.9% | $4,693-40.7% | $4,299-35.2% |
| Participant deferral / active EE | $9,538 | $8,310+14.8% | $7,997+19.3% | $6,507+46.6% |
| Admin fee / account holder | $78 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |