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 | $29,700 | $114,381-74.0% | $107,525-72.4% | $142,382-79.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.27% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,725 | $4,015-32.1% | $3,754-27.4% | $4,299-36.6% |
| Participant deferral / active EE | $6,256 | $5,564+12.4% | $5,116+22.3% | $6,507-3.9% |
| Admin fee / account holder | $296 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |