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 | $18,141 | $154,228-88.2% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.90% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,878 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $2,787 | $8,216-66.1% | $7,897-64.7% | $6,407-56.5% |
| Admin fee / account holder | $36 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |