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 | $27,369 | $209,336-86.9% | $197,124-86.1% | $137,256-80.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.82% | 48.09%-22.3pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,236 | $6,591-50.9% | $6,227-48.0% | $4,156-22.1% |
| Participant deferral / active EE | $7,939 | $9,614-17.4% | $9,135-13.1% | $6,407+23.9% |
| Admin fee / account holder | $43 | $17,308-99.8% | $16,298-99.7% | $12,270-99.6% |