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 | $28,107 | $209,336-86.6% | $197,124-85.7% | $137,256-79.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 29.92% | 48.09%-18.2pp | 44.34%-14.4pp | 220.34%-190.4pp |
| Employer contribution / active EE | $2,156 | $6,591-67.3% | $6,227-65.4% | $4,156-48.1% |
| Participant deferral / active EE | $6,501 | $9,614-32.4% | $9,135-28.8% | $6,407+1.5% |
| Admin fee / account holder | $50 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |