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 | $23,235 | $133,922-82.7% | $116,228-80.0% | $142,382-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 26.13% | 147.76%-121.6pp | 90.06%-63.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $5,169 | $3,446+50.0% | $2,994+72.6% | $4,299+20.2% |
| Participant deferral / active EE | $5,931 | $5,672+4.6% | $4,953+19.7% | $6,507-8.8% |
| Admin fee / account holder | $55 | $14,945-99.6% | $11,989-99.5% | $12,624-99.6% |