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 | $18,392 | $177,572-89.6% | $154,803-88.1% | $142,382-87.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 22.92% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,935 | $4,810-59.8% | $4,305-55.0% | $4,299-55.0% |
| Participant deferral / active EE | $3,287 | $6,272-47.6% | $5,540-40.7% | $6,507-49.5% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |