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 | $13,776 | $177,572-92.2% | $154,803-91.1% | $142,382-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.38% | 65.07%-34.7pp | 58.88%-28.5pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,039 | $4,810-78.4% | $4,305-75.9% | $4,299-75.8% |
| Participant deferral / active EE | $6,347 | $6,272+1.2% | $5,540+14.5% | $6,507-2.5% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |