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 | $25,352 | $158,398-84.0% | $126,539-80.0% | $142,382-82.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.58% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,020 | $4,650-35.1% | $3,674-17.8% | $4,299-29.8% |
| Participant deferral / active EE | $5,879 | $4,767+23.3% | $4,083+44.0% | $6,507-9.7% |
| Admin fee / account holder | $254 | $6,918-96.3% | $6,065-95.8% | $12,624-98.0% |