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 | $28,277 | $177,572-84.1% | $154,803-81.7% | $142,382-80.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.95% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $4,866 | $4,810+1.2% | $4,305+13.0% | $4,299+13.2% |
| Participant deferral / active EE | $6,953 | $6,272+10.9% | $5,540+25.5% | $6,507+6.8% |
| Admin fee / account holder | $105 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |