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 | $24,833 | $177,572-86.0% | $154,803-84.0% | $142,382-82.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.49% | 65.07%-34.6pp | 58.88%-28.4pp | 217.08%-186.6pp |
| Employer contribution / active EE | $2,161 | $4,810-55.1% | $4,305-49.8% | $4,299-49.7% |
| Participant deferral / active EE | $8,971 | $6,272+43.0% | $5,540+61.9% | $6,507+37.9% |
| Admin fee / account holder | $40 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |