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 | $26,287 | $132,634-80.2% | $115,768-77.3% | $137,256-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 45.57% | 160.70%-115.1pp | 100.46%-54.9pp | 220.34%-174.8pp |
| Employer contribution / active EE | $2,859 | $3,360-14.9% | $2,940-2.7% | $4,156-31.2% |
| Participant deferral / active EE | $6,085 | $5,619+8.3% | $4,917+23.8% | $6,407-5.0% |
| Admin fee / account holder | $1 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |