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 6-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 | $18,747 | $158,398-88.2% | $126,539-85.2% | $142,382-86.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 15.07% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,853 | $4,650+4.4% | $3,674+32.1% | $4,299+12.9% |
| Participant deferral / active EE | $640 | $4,767-86.6% | $4,083-84.3% | $6,507-90.2% |
| Admin fee / account holder | $188 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |