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 | $30,219 | $100,773-70.0% | $88,946-66.0% | $142,382-78.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.16% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,416 | $2,918+17.1% | $2,555+33.7% | $4,299-20.5% |
| Participant deferral / active EE | $5,205 | $5,230-0.5% | $4,581+13.6% | $6,507-20.0% |
| Admin fee / account holder | $154 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |