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 9-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 | $17,789 | $52,279-66.0% | $89,391-80.1% | $79,858-77.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 23.73% | 22.16%+1.6pp | 245.62%-221.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,978 | $1,572+25.9% | $2,586-23.5% | $2,471-19.9% |
| Participant deferral / active EE | $3,480 | $2,740+27.0% | $3,890-10.5% | $3,740-6.9% |
| Admin fee / account holder | $25 | $3,356-99.2% | $4,881-99.5% | $5,306-99.5% |