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 | $214,378-87.2% | $200,582-86.4% | $142,382-80.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.82% | 46.41%-20.6pp | 42.33%-16.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,236 | $6,841-52.7% | $6,419-49.6% | $4,299-24.7% |
| Participant deferral / active EE | $7,939 | $9,865-19.5% | $9,331-14.9% | $6,507+22.0% |
| Admin fee / account holder | $43 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |