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 | $19,492 | $154,228-87.4% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.83% | 74.59%-46.8pp | 66.58%-38.7pp | 220.34%-192.5pp |
| Employer contribution / active EE | $4,149 | $4,804-13.6% | $4,554-8.9% | $4,156-0.2% |
| Participant deferral / active EE | $4,699 | $8,216-42.8% | $7,897-40.5% | $6,407-26.7% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |