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 | $22,213 | $100,773-78.0% | $88,946-75.0% | $142,382-84.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.79% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,203 | $2,918-24.5% | $2,555-13.8% | $4,299-48.8% |
| Participant deferral / active EE | $5,141 | $5,230-1.7% | $4,581+12.2% | $6,507-21.0% |
| Admin fee / account holder | $219 | $9,693-97.7% | $8,261-97.4% | $12,624-98.3% |