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 | $23,349 | $167,307-86.0% | $143,757-83.8% | $134,475-82.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 31.46% | 0.46%+31.0pp | -0.04%+31.5pp | 417.96%-386.5pp |
| Employer contribution / active EE | $6,551 | $5,619+16.6% | $4,951+32.3% | $4,740+38.2% |
| Participant deferral / active EE | $5,605 | $6,446-13.0% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $47 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |