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 | $21,975 | $177,572-87.6% | $154,803-85.8% | $142,382-84.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.15% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,895 | $4,810-60.6% | $4,305-56.0% | $4,299-55.9% |
| Participant deferral / active EE | $2,705 | $6,272-56.9% | $5,540-51.2% | $6,507-58.4% |
| Admin fee / account holder | $75 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |