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 | $25,776 | $57,016-54.8% | $84,966-69.7% | $80,856-68.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 13.07% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,557 | $1,798+42.2% | $2,727-6.3% | $2,755-7.2% |
| Participant deferral / active EE | $2,959 | $3,110-4.8% | $4,519-34.5% | $4,296-31.1% |
| Admin fee / account holder | $281 | $4,980-94.4% | $6,149-95.4% | $6,918-95.9% |