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 5-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 | $29,137 | $177,572-83.6% | $154,803-81.2% | $142,382-79.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.63% | 65.07%-40.4pp | 58.88%-34.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,338 | $4,810+11.0% | $4,305+24.0% | $4,299+24.2% |
| Participant deferral / active EE | $5,441 | $6,272-13.3% | $5,540-1.8% | $6,507-16.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |