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 | $16,949 | $154,228-89.0% | $145,433-88.3% | $137,256-87.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.87% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $3,491 | $4,804-27.3% | $4,554-23.3% | $4,156-16.0% |
| Participant deferral / active EE | $6,996 | $8,216-14.9% | $7,897-11.4% | $6,407+9.2% |
| Admin fee / account holder | $22 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |