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 | $21,205 | $159,602-86.7% | $150,045-85.9% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.69% | 70.24%-46.5pp | 62.55%-38.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,859 | $4,961-22.2% | $4,693-17.8% | $4,299-10.2% |
| Participant deferral / active EE | $3,593 | $8,310-56.8% | $7,997-55.1% | $6,507-44.8% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |