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 | $25,787 | $109,982-76.6% | $97,226-73.5% | $145,922-82.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.01% | 242.90%-217.9pp | 75.13%-50.1pp | 561.29%-536.3pp |
| Employer contribution / active EE | $2,293 | $3,084-25.6% | $2,729-16.0% | $4,660-50.8% |
| Participant deferral / active EE | $12,614 | $4,676+169.8% | $4,264+195.8% | $6,688+88.6% |
| Admin fee / account holder | $83 | $6,221-98.7% | $5,654-98.5% | $13,397-99.4% |