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 | $27,695 | $177,572-84.4% | $154,803-82.1% | $142,382-80.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.74% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,468 | $4,810-69.5% | $4,305-65.9% | $4,299-65.8% |
| Participant deferral / active EE | $5,678 | $6,272-9.5% | $5,540+2.5% | $6,507-12.7% |
| Admin fee / account holder | $31 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |