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 | $24,468 | $177,572-86.2% | $154,803-84.2% | $142,382-82.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.86% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,512 | $4,810-68.6% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,437 | $6,272-61.1% | $5,540-56.0% | $6,507-62.5% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |