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 | $24,696 | $159,602-84.5% | $150,045-83.5% | $142,382-82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.54% | 70.24%-41.7pp | 62.55%-34.0pp | 217.08%-188.5pp |
| Employer contribution / active EE | $3,281 | $4,961-33.9% | $4,693-30.1% | $4,299-23.7% |
| Participant deferral / active EE | $10,028 | $8,310+20.7% | $7,997+25.4% | $6,507+54.1% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |