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 | $32,763 | $177,572-81.5% | $154,803-78.8% | $142,382-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.73% | 65.07%-40.3pp | 58.88%-34.2pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,328 | $4,810-72.4% | $4,305-69.2% | $4,299-69.1% |
| Participant deferral / active EE | $12,041 | $6,272+92.0% | $5,540+117.3% | $6,507+85.0% |
| Admin fee / account holder | $46 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |