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 | $21,167 | $163,101-87.0% | $136,749-84.5% | $142,382-85.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.58% | 27.54%-7.0pp | 24.33%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,873 | $4,117-30.2% | $3,400-15.5% | $4,299-33.2% |
| Participant deferral / active EE | $5,745 | $5,585+2.9% | $4,692+22.4% | $6,507-11.7% |
| Admin fee / account holder | $7 | $14,318-100.0% | $11,386-99.9% | $12,624-99.9% |