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 | $21,670 | $177,572-87.8% | $154,803-86.0% | $142,382-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.39% | 65.07%-35.7pp | 58.88%-29.5pp | 217.08%-187.7pp |
| Employer contribution / active EE | $2,286 | $4,810-52.5% | $4,305-46.9% | $4,299-46.8% |
| Participant deferral / active EE | $3,851 | $6,272-38.6% | $5,540-30.5% | $6,507-40.8% |
| Admin fee / account holder | $250 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |