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 | $18,968 | $159,602-88.1% | $150,045-87.4% | $142,382-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.62% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,719 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $6,106 | $8,310-26.5% | $7,997-23.7% | $6,507-6.2% |
| Admin fee / account holder | $216 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |