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 | $18,756 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.78% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,831 | $4,810-61.9% | $4,305-57.5% | $4,299-57.4% |
| Participant deferral / active EE | $5,377 | $6,272-14.3% | $5,540-3.0% | $6,507-17.4% |
| Admin fee / account holder | $183 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |