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 3-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 | $33,713 | $127,065-73.5% | $113,168-70.2% | $142,382-76.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.18% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $949 | $3,442-72.4% | $2,975-68.1% | $4,299-77.9% |
| Participant deferral / active EE | $3,082 | $5,716-46.1% | $5,107-39.7% | $6,507-52.6% |
| Admin fee / account holder | $159 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |