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 | $24,315 | $154,228-84.2% | $145,433-83.3% | $137,256-82.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.29% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,401 | $4,804-29.2% | $4,554-25.3% | $4,156-18.2% |
| Participant deferral / active EE | $3,402 | $8,216-58.6% | $7,897-56.9% | $6,407-46.9% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |