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 5-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 | $32,062 | $177,572-81.9% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.57% | 65.07%-35.5pp | 58.88%-29.3pp | 217.08%-187.5pp |
| Employer contribution / active EE | $4,667 | $4,810-3.0% | $4,305+8.4% | $4,299+8.6% |
| Participant deferral / active EE | $23,184 | $6,272+269.7% | $5,540+318.4% | $6,507+256.3% |
| Admin fee / account holder | $81 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |