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 | $18,398 | $210,648-91.3% | $177,989-89.7% | $145,922-87.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.83% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,851 | $4,565+28.2% | $3,949+48.2% | $4,660+25.6% |
| Participant deferral / active EE | $2,256 | $6,958-67.6% | $6,276-64.1% | $6,688-66.3% |
| Admin fee / account holder | $103 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |