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 | $19,953 | $183,519-89.1% | $155,509-87.2% | $145,922-86.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.72% | 61.17%-32.4pp | 64.67%-35.9pp | 561.29%-532.6pp |
| Employer contribution / active EE | $5,063 | $5,313-4.7% | $4,672+8.4% | $4,660+8.7% |
| Participant deferral / active EE | $7,711 | $6,462+19.3% | $5,626+37.1% | $6,688+15.3% |
| Admin fee / account holder | $26 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |