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 | $16,495 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.93% | 74.59%-50.7pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,446 | $4,804-49.1% | $4,554-46.3% | $4,156-41.1% |
| Participant deferral / active EE | $3,528 | $8,216-57.1% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |