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 | $20,807 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.74% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,909 | $4,810-60.3% | $4,305-55.7% | $4,299-55.6% |
| Participant deferral / active EE | $3,863 | $6,272-38.4% | $5,540-30.3% | $6,507-40.6% |
| Admin fee / account holder | $73 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |