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 | $18,797 | $177,572-89.4% | $154,803-87.9% | $142,382-86.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.42% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,534 | $4,810-47.3% | $4,305-41.1% | $4,299-41.0% |
| Participant deferral / active EE | $7,073 | $6,272+12.8% | $5,540+27.7% | $6,507+8.7% |
| Admin fee / account holder | $117 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |