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 | $16,937 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.62% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,180 | $4,961-56.0% | $4,693-53.5% | $4,299-49.3% |
| Participant deferral / active EE | $3,738 | $8,310-55.0% | $7,997-53.3% | $6,507-42.6% |
| Admin fee / account holder | $145 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |