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 | $32,123 | $183,519-82.5% | $155,509-79.3% | $145,922-78.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 61.17%-41.6pp | 64.67%-45.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,266 | $5,313-57.3% | $4,672-51.5% | $4,660-51.4% |
| Participant deferral / active EE | $6,030 | $6,462-6.7% | $5,626+7.2% | $6,688-9.8% |
| Admin fee / account holder | $121 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |