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 | $15,811 | $177,572-91.1% | $154,803-89.8% | $142,382-88.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.07% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,583 | $4,810-67.1% | $4,305-63.2% | $4,299-63.2% |
| Participant deferral / active EE | $5,975 | $6,272-4.7% | $5,540+7.8% | $6,507-8.2% |
| Admin fee / account holder | $213 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |