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 | $22,895 | $154,228-85.2% | $145,433-84.3% | $137,256-83.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.62% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,576 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,364 | $8,216-59.1% | $7,897-57.4% | $6,407-47.5% |
| Admin fee / account holder | $123 | $14,344-99.1% | $13,129-99.1% | $12,270-99.0% |