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 | $28,429 | $177,572-84.0% | $154,803-81.6% | $142,382-80.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,117 | $4,810-56.0% | $4,305-50.8% | $4,299-50.8% |
| Participant deferral / active EE | $7,950 | $6,272+26.8% | $5,540+43.5% | $6,507+22.2% |
| Admin fee / account holder | $194 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |