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 | $29,956 | $159,602-81.2% | $150,045-80.0% | $142,382-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.74% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $4,712 | $4,961-5.0% | $4,693+0.4% | $4,299+9.6% |
| Participant deferral / active EE | $10,729 | $8,310+29.1% | $7,997+34.2% | $6,507+64.9% |
| Admin fee / account holder | $51 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |