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 10-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 | $26,599 | $72,492-63.3% | $87,100-69.5% | $72,985-63.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.17% | 24.46%-4.3pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $3,874 | $1,894+104.6% | $2,521+53.7% | $2,440+58.8% |
| Participant deferral / active EE | $3,001 | $3,270-8.2% | $4,049-25.9% | $3,607-16.8% |
| Admin fee / account holder | $130 | $5,055-97.4% | $7,497-98.3% | $5,124-97.5% |