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 | $24,263 | $165,984-85.4% | $164,813-85.3% | $145,922-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 47.51% | 100.03%-52.5pp | 69.93%-22.4pp | 561.29%-513.8pp |
| Employer contribution / active EE | $1,194 | $5,273-77.3% | $4,341-72.5% | $4,660-74.4% |
| Participant deferral / active EE | $17,558 | $6,959+152.3% | $6,031+191.1% | $6,688+162.5% |
| Admin fee / account holder | $14 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |