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 | $29,415 | $158,398-81.4% | $126,539-76.8% | $142,382-79.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.21% | 593.76%-568.6pp | 425.95%-400.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,360 | $4,650-49.2% | $3,674-35.8% | $4,299-45.1% |
| Participant deferral / active EE | $7,181 | $4,767+50.6% | $4,083+75.9% | $6,507+10.4% |
| Admin fee / account holder | $52 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |