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 | $17,806 | $109,982-83.8% | $97,226-81.7% | $145,922-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 35.22% | 242.90%-207.7pp | 75.13%-39.9pp | 561.29%-526.1pp |
| Employer contribution / active EE | $4,273 | $3,084+38.6% | $2,729+56.6% | $4,660-8.3% |
| Participant deferral / active EE | $9,595 | $4,676+105.2% | $4,264+125.0% | $6,688+43.5% |
| Admin fee / account holder | $77 | $6,221-98.8% | $5,654-98.6% | $13,397-99.4% |