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 5-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 | $24,406 | $154,228-84.2% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.49% | 74.59%-42.1pp | 66.58%-34.1pp | 220.34%-187.8pp |
| Employer contribution / active EE | $1,203 | $4,804-75.0% | $4,554-73.6% | $4,156-71.1% |
| Participant deferral / active EE | $7,628 | $8,216-7.2% | $7,897-3.4% | $6,407+19.1% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |