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 | $15,925 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 62.46% | 65.07%-2.6pp | 58.88%+3.6pp | 217.08%-154.6pp |
| Employer contribution / active EE | $1,838 | $4,810-61.8% | $4,305-57.3% | $4,299-57.2% |
| Participant deferral / active EE | $4,905 | $6,272-21.8% | $5,540-11.5% | $6,507-24.6% |
| Admin fee / account holder | $62 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |