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 | $21,547 | $159,602-86.5% | $150,045-85.6% | $142,382-84.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.17% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,317 | $4,961-13.0% | $4,693-8.0% | $4,299+0.4% |
| Participant deferral / active EE | $9,867 | $8,310+18.7% | $7,997+23.4% | $6,507+51.6% |
| Admin fee / account holder | $67 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |