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 | $23,344 | $159,602-85.4% | $150,045-84.4% | $142,382-83.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,146 | $4,961-76.9% | $4,693-75.6% | $4,299-73.3% |
| Participant deferral / active EE | $3,763 | $8,310-54.7% | $7,997-52.9% | $6,507-42.2% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |