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 | $27,683 | $177,572-84.4% | $154,803-82.1% | $142,382-80.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.48% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,551 | $4,810+15.4% | $4,305+28.9% | $4,299+29.1% |
| Participant deferral / active EE | $8,611 | $6,272+37.3% | $5,540+55.4% | $6,507+32.3% |
| Admin fee / account holder | $180 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |