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 4-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 | $27,783 | $163,101-83.0% | $136,749-79.7% | $142,382-80.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.25% | 27.54%-3.3pp | 24.33%-0.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,492 | $4,117-39.5% | $3,400-26.7% | $4,299-42.0% |
| Participant deferral / active EE | $5,274 | $5,585-5.6% | $4,692+12.4% | $6,507-19.0% |
| Admin fee / account holder | $122 | $14,318-99.1% | $11,386-98.9% | $12,624-99.0% |