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 | $18,612 | $148,534-87.5% | $135,903-86.3% | $139,434-86.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 132.64% | 79.19%+53.4pp | 68.23%+64.4pp | 372.94%-240.3pp |
| Employer contribution / active EE | $2,760 | $5,243-47.4% | $4,856-43.2% | $4,751-41.9% |
| Participant deferral / active EE | $12,419 | $8,100+53.3% | $7,758+60.1% | $6,710+85.1% |
| Admin fee / account holder | $31 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |