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 | $111,724-81.1% | $93,606-77.4% | $145,922-85.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.70% | 202.98%-175.3pp | 133.20%-105.5pp | 561.29%-533.6pp |
| Employer contribution / active EE | $2,510 | $3,090-18.8% | $2,420+3.7% | $4,660-46.1% |
| Participant deferral / active EE | $6,996 | $4,912+42.4% | $4,411+58.6% | $6,688+4.6% |
| Admin fee / account holder | $273 | $10,250-97.3% | $8,285-96.7% | $13,397-98.0% |