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 | $19,287 | $159,602-87.9% | $150,045-87.1% | $142,382-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.15% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,365 | $4,961-52.3% | $4,693-49.6% | $4,299-45.0% |
| Participant deferral / active EE | $5,650 | $8,310-32.0% | $7,997-29.4% | $6,507-13.2% |
| Admin fee / account holder | $228 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |