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 | $24,374 | $209,336-88.4% | $197,124-87.6% | $137,256-82.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.83% | 48.09%-24.3pp | 44.34%-20.5pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,384 | $6,591-79.0% | $6,227-77.8% | $4,156-66.7% |
| Participant deferral / active EE | $4,812 | $9,614-49.9% | $9,135-47.3% | $6,407-24.9% |
| Admin fee / account holder | $154 | $17,308-99.1% | $16,298-99.1% | $12,270-98.7% |