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 | $24,224 | $177,572-86.4% | $154,803-84.4% | $142,382-83.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.92% | 65.07%-30.2pp | 58.88%-24.0pp | 217.08%-182.2pp |
| Employer contribution / active EE | $6,759 | $4,810+40.5% | $4,305+57.0% | $4,299+57.2% |
| Participant deferral / active EE | $8,960 | $6,272+42.9% | $5,540+61.7% | $6,507+37.7% |
| Admin fee / account holder | $162 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |