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 | $21,158 | $202,432-89.5% | $169,368-87.5% | $139,434-84.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.69% | 531.74%-503.0pp | 405.60%-376.9pp | 372.94%-344.3pp |
| Employer contribution / active EE | $1,150 | $4,692-75.5% | $4,013-71.4% | $4,751-75.8% |
| Participant deferral / active EE | $8,765 | $6,938+26.3% | $6,221+40.9% | $6,710+30.6% |
| Admin fee / account holder | $235 | $10,708-97.8% | $9,003-97.4% | $11,403-97.9% |