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 | $159,602-82.1% | $150,045-81.0% | $142,382-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.18% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $6,665 | $4,961+34.4% | $4,693+42.0% | $4,299+55.0% |
| Participant deferral / active EE | $7,460 | $8,310-10.2% | $7,997-6.7% | $6,507+14.6% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |