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 | $23,436 | $183,592-87.2% | $155,567-84.9% | $145,959-83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.66% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,309 | $5,315-0.1% | $4,674+13.6% | $4,661+13.9% |
| Participant deferral / active EE | $2,441 | $6,464-62.2% | $5,628-56.6% | $6,689-63.5% |
| Admin fee / account holder | $156 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |