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 | $24,267 | $154,228-84.3% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.02% | 74.59%-52.6pp | 66.58%-44.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,812 | $4,804-62.3% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $6,295 | $8,216-23.4% | $7,897-20.3% | $6,407-1.7% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |