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 | $22,878 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.67% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,225 | $4,810-53.8% | $4,305-48.3% | $4,299-48.3% |
| Participant deferral / active EE | $5,924 | $6,272-5.5% | $5,540+6.9% | $6,507-9.0% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |