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 | $20,267 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 28.94% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,736 | $4,810-43.1% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $7,099 | $6,272+13.2% | $5,540+28.1% | $6,507+9.1% |
| Admin fee / account holder | $233 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |