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 | $12,563 | $117,983-89.4% | $101,794-87.7% | $142,382-91.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.67% | 36.92%-16.2pp | 30.53%-9.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,437 | $2,773-12.1% | $2,289+6.5% | $4,299-43.3% |
| Participant deferral / active EE | $2,785 | $4,714-40.9% | $4,084-31.8% | $6,507-57.2% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |