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 | $13,881 | $177,572-92.2% | $154,803-91.0% | $142,382-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.30% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,221 | $4,810-74.6% | $4,305-71.6% | $4,299-71.6% |
| Participant deferral / active EE | $2,509 | $6,272-60.0% | $5,540-54.7% | $6,507-61.4% |
| Admin fee / account holder | $6 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |