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 8-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 | $21,810 | $97,125-77.5% | $86,233-74.7% | $137,256-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.00% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,249 | $2,841-20.9% | $2,504-10.2% | $4,156-45.9% |
| Participant deferral / active EE | $6,273 | $5,180+21.1% | $4,559+37.6% | $6,407-2.1% |
| Admin fee / account holder | $288 | $9,725-97.0% | $8,342-96.5% | $12,270-97.7% |