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 | $22,388 | $159,602-86.0% | $150,045-85.1% | $142,382-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.55% | 70.24%-32.7pp | 62.55%-25.0pp | 217.08%-179.5pp |
| Employer contribution / active EE | $6,131 | $4,961+23.6% | $4,693+30.6% | $4,299+42.6% |
| Participant deferral / active EE | $6,179 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $52 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |