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 | $23,855 | $106,515-77.6% | $96,683-75.3% | $139,434-82.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.84% | 38.43%-4.6pp | 35.69%-1.9pp | 372.94%-339.1pp |
| Employer contribution / active EE | $8,077 | $4,103+96.9% | $3,737+116.2% | $4,751+70.0% |
| Participant deferral / active EE | $5,266 | $5,454-3.4% | $4,878+8.0% | $6,710-21.5% |
| Admin fee / account holder | $252 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |