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 | $21,169 | $177,572-88.1% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.80% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,296 | $4,810-73.1% | $4,305-69.9% | $4,299-69.8% |
| Participant deferral / active EE | $12,092 | $6,272+92.8% | $5,540+118.2% | $6,507+85.8% |
| Admin fee / account holder | $184 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |