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 | $30,977 | $179,726-82.8% | $156,263-80.2% | $142,382-78.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.16% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,253 | $5,069-55.6% | $4,333-48.0% | $4,299-47.6% |
| Participant deferral / active EE | $7,973 | $6,956+14.6% | $6,158+29.5% | $6,507+22.5% |
| Admin fee / account holder | $213 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |