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 | $18,823 | $124,425-84.9% | $112,040-83.2% | $137,256-86.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.11% | 24.72%-0.6pp | 24.52%-0.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $3,643 | $3,411+6.8% | $2,954+23.3% | $4,156-12.3% |
| Participant deferral / active EE | $3,643 | $5,718-36.3% | $5,098-28.5% | $6,407-43.1% |
| Admin fee / account holder | $37 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |