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 | $15,726 | $154,228-89.8% | $145,433-89.2% | $137,256-88.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.41% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,441 | $4,804-49.2% | $4,554-46.4% | $4,156-41.3% |
| Participant deferral / active EE | $4,502 | $8,216-45.2% | $7,897-43.0% | $6,407-29.7% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |