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 | $28,288 | $159,602-82.3% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.92% | 70.24%-46.3pp | 62.55%-38.6pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,231 | $4,961-34.9% | $4,693-31.1% | $4,299-24.8% |
| Participant deferral / active EE | $12,384 | $8,310+49.0% | $7,997+54.9% | $6,507+90.3% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |