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 | $22,349 | $183,519-87.8% | $155,509-85.6% | $145,922-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,068 | $5,313-79.9% | $4,672-77.1% | $4,660-77.1% |
| Participant deferral / active EE | $7,890 | $6,462+22.1% | $5,626+40.2% | $6,688+18.0% |
| Admin fee / account holder | $122 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |