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 | $21,049 | $159,602-86.8% | $150,045-86.0% | $142,382-85.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.65% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,979 | $4,961-60.1% | $4,693-57.8% | $4,299-54.0% |
| Participant deferral / active EE | $2,864 | $8,310-65.5% | $7,997-64.2% | $6,507-56.0% |
| Admin fee / account holder | $164 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |