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 | $27,307 | $177,572-84.6% | $154,803-82.4% | $142,382-80.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.01% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,662 | $4,810-65.5% | $4,305-61.4% | $4,299-61.3% |
| Participant deferral / active EE | $3,338 | $6,272-46.8% | $5,540-39.8% | $6,507-48.7% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |