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 | $16,897 | $172,111-90.2% | $150,298-88.8% | $137,256-87.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 23.82% | 69.37%-45.6pp | 62.79%-39.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,369 | $4,636-70.5% | $4,154-67.0% | $4,156-67.1% |
| Participant deferral / active EE | $3,115 | $6,166-49.5% | $5,453-42.9% | $6,407-51.4% |
| Admin fee / account holder | $38 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |