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 5-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 | $22,544 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.45% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,537 | $4,804-68.0% | $4,554-66.2% | $4,156-63.0% |
| Participant deferral / active EE | $7,384 | $8,216-10.1% | $7,897-6.5% | $6,407+15.3% |
| Admin fee / account holder | $234 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |