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 | $21,114 | $111,814-81.1% | $93,654-77.5% | $145,959-85.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.70% | 203.30%-175.6pp | 133.34%-105.6pp | 561.95%-534.2pp |
| Employer contribution / active EE | $2,510 | $3,092-18.8% | $2,421+3.7% | $4,661-46.2% |
| Participant deferral / active EE | $6,996 | $4,914+42.4% | $4,413+58.5% | $6,689+4.6% |
| Admin fee / account holder | $273 | $10,246-97.3% | $8,282-96.7% | $13,398-98.0% |