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 | $29,912 | $159,602-81.3% | $150,045-80.1% | $142,382-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.50% | 70.24%-43.7pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $2,431 | $4,961-51.0% | $4,693-48.2% | $4,299-43.5% |
| Participant deferral / active EE | $6,574 | $8,310-20.9% | $7,997-17.8% | $6,507+1.0% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |