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 | $20,700 | $183,519-88.7% | $155,509-86.7% | $145,922-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 118.24% | 61.17%+57.1pp | 64.67%+53.6pp | 561.29%-443.0pp |
| Employer contribution / active EE | $2,236 | $5,313-57.9% | $4,672-52.1% | $4,660-52.0% |
| Participant deferral / active EE | $6,829 | $6,462+5.7% | $5,626+21.4% | $6,688+2.1% |
| Admin fee / account holder | $23 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |