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 | $22,192 | $111,754-80.1% | $103,333-78.5% | $145,922-84.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,239 | $4,212-46.9% | $3,868-42.1% | $4,660-52.0% |
| Participant deferral / active EE | $9,704 | $5,619+72.7% | $5,057+91.9% | $6,688+45.1% |
| Admin fee / account holder | $252 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |