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 10-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 | $21,278 | $159,602-86.7% | $150,045-85.8% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.52% | 70.24%-32.7pp | 62.55%-25.0pp | 217.08%-179.6pp |
| Employer contribution / active EE | $4,436 | $4,961-10.6% | $4,693-5.5% | $4,299+3.2% |
| Participant deferral / active EE | $6,302 | $8,310-24.2% | $7,997-21.2% | $6,507-3.2% |
| Admin fee / account holder | $241 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |