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 | $19,474 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.08% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,831 | $4,961-63.1% | $4,693-61.0% | $4,299-57.4% |
| Participant deferral / active EE | $3,204 | $8,310-61.4% | $7,997-59.9% | $6,507-50.8% |
| Admin fee / account holder | $206 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |