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 | $24,273 | $159,602-84.8% | $150,045-83.8% | $142,382-83.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.84% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,888 | $4,961-41.8% | $4,693-38.5% | $4,299-32.8% |
| Participant deferral / active EE | $5,528 | $8,310-33.5% | $7,997-30.9% | $6,507-15.0% |
| Admin fee / account holder | $68 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |