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 | $25,058 | $177,572-85.9% | $154,803-83.8% | $142,382-82.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.54% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,820 | $4,810-41.4% | $4,305-34.5% | $4,299-34.4% |
| Participant deferral / active EE | $4,516 | $6,272-28.0% | $5,540-18.5% | $6,507-30.6% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |