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 | $20,366 | $148,534-86.3% | $135,903-85.0% | $139,434-85.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.80% | 79.19%-42.4pp | 68.23%-31.4pp | 372.94%-336.1pp |
| Employer contribution / active EE | $3,981 | $5,243-24.1% | $4,856-18.0% | $4,751-16.2% |
| Participant deferral / active EE | $10,520 | $8,100+29.9% | $7,758+35.6% | $6,710+56.8% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.9% |