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 9-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 | $25,286 | $91,190-72.3% | $178,490-85.8% | $79,858-68.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.16% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,797 | $3,256-14.1% | $5,011-44.2% | $2,471+13.2% |
| Participant deferral / active EE | $3,421 | $3,236+5.7% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $84 | $6,751-98.8% | $13,984-99.4% | $5,306-98.4% |