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 7-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 | $23,805 | $74,888-68.2% | $71,209-66.6% | $142,382-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.52% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,429 | $2,854+20.1% | $2,721+26.0% | $4,299-20.2% |
| Participant deferral / active EE | $4,221 | $4,454-5.2% | $4,175+1.1% | $6,507-35.1% |
| Admin fee / account holder | $262 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |