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 | $19,413 | $124,425-84.4% | $112,040-82.7% | $137,256-85.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.84% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,844 | $3,411+71.3% | $2,954+97.8% | $4,156+40.6% |
| Participant deferral / active EE | $5,259 | $5,718-8.0% | $5,098+3.2% | $6,407-17.9% |
| Admin fee / account holder | $150 | $15,207-99.0% | $12,098-98.8% | $12,270-98.8% |