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 3-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 | $14,892 | $177,572-91.6% | $154,803-90.4% | $142,382-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.03% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,048 | $4,810-78.2% | $4,305-75.7% | $4,299-75.6% |
| Participant deferral / active EE | $1,906 | $6,272-69.6% | $5,540-65.6% | $6,507-70.7% |
| Admin fee / account holder | $144 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |