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 8-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 | $23,468 | $154,117-84.8% | $129,995-81.9% | $139,434-83.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,884 | $5,289-7.7% | $4,320+13.1% | $4,751+2.8% |
| Participant deferral / active EE | $8,571 | $6,710+27.7% | $5,820+47.3% | $6,710+27.7% |
| Admin fee / account holder | $56 | $14,007-99.6% | $10,614-99.5% | $11,403-99.5% |