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 | $16,670 | $161,352-89.7% | $134,172-87.6% | $137,256-87.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 27.98% | 28.72%-0.7pp | 25.30%+2.7pp | 220.34%-192.4pp |
| Employer contribution / active EE | $1,092 | $4,099-73.4% | $3,420-68.1% | $4,156-73.7% |
| Participant deferral / active EE | $4,893 | $5,552-11.9% | $4,690+4.3% | $6,407-23.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |