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 | $28,497 | $154,228-81.5% | $145,433-80.4% | $137,256-79.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.18% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $6,665 | $4,804+38.7% | $4,554+46.3% | $4,156+60.4% |
| Participant deferral / active EE | $7,460 | $8,216-9.2% | $7,897-5.5% | $6,407+16.4% |
| Admin fee / account holder | $43 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |