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 | $30,214 | $127,065-76.2% | $113,168-73.3% | $142,382-78.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.11% | 24.03%-4.9pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,841 | $3,442-17.5% | $2,975-4.5% | $4,299-33.9% |
| Participant deferral / active EE | $4,582 | $5,716-19.8% | $5,107-10.3% | $6,507-29.6% |
| Admin fee / account holder | $37 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |