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 | $28,758 | $74,888-61.6% | $71,209-59.6% | $142,382-79.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.17% | 345.14%-323.0pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,397 | $2,854-16.0% | $2,721-11.9% | $4,299-44.2% |
| Participant deferral / active EE | $11,388 | $4,454+155.7% | $4,175+172.8% | $6,507+75.0% |
| Admin fee / account holder | $221 | $5,568-96.0% | $5,349-95.9% | $12,624-98.2% |