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 6-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 | $22,223 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.42% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,007 | $4,961-59.5% | $4,693-57.2% | $4,299-53.3% |
| Participant deferral / active EE | $4,517 | $8,310-45.6% | $7,997-43.5% | $6,507-30.6% |
| Admin fee / account holder | $234 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |