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 | $17,590 | $177,572-90.1% | $154,803-88.6% | $142,382-87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.84% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,564 | $4,810-46.7% | $4,305-40.5% | $4,299-40.4% |
| Participant deferral / active EE | $4,150 | $6,272-33.8% | $5,540-25.1% | $6,507-36.2% |
| Admin fee / account holder | $181 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |