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 | $15,379 | $158,398-90.3% | $126,539-87.8% | $142,382-89.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 25.76% | 593.76%-568.0pp | 425.95%-400.2pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,177 | $4,650-74.7% | $3,674-68.0% | $4,299-72.6% |
| Participant deferral / active EE | $5,784 | $4,767+21.3% | $4,083+41.7% | $6,507-11.1% |
| Admin fee / account holder | $28 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |