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 | $17,443 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.69% | 79.19%-47.5pp | 68.23%-36.5pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,836 | $5,243-65.0% | $4,856-62.2% | $4,751-61.4% |
| Participant deferral / active EE | $8,093 | $8,100-0.1% | $7,758+4.3% | $6,710+20.6% |
| Admin fee / account holder | $86 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |