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 3-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 | $28,241 | $177,572-84.1% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.20% | 65.07%-38.9pp | 58.88%-32.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,429 | $4,810-70.3% | $4,305-66.8% | $4,299-66.8% |
| Participant deferral / active EE | $8,463 | $6,272+34.9% | $5,540+52.7% | $6,507+30.1% |
| Admin fee / account holder | $63 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |