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 | $21,349 | $133,922-84.1% | $116,228-81.6% | $142,382-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.73% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,335 | $3,446-32.2% | $2,994-22.0% | $4,299-45.7% |
| Participant deferral / active EE | $5,271 | $5,672-7.1% | $4,953+6.4% | $6,507-19.0% |
| Admin fee / account holder | $242 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |