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 5-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 | $18,877 | $158,398-88.1% | $126,539-85.1% | $142,382-86.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 23.30% | 593.76%-570.5pp | 425.95%-402.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,116 | $4,650-76.0% | $3,674-69.6% | $4,299-74.0% |
| Participant deferral / active EE | $4,132 | $4,767-13.3% | $4,083+1.2% | $6,507-36.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |