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 6-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 | $49,175 | $106,584-53.9% | $101,326-51.5% | $142,382-65.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.68% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,859 | $3,956-2.5% | $3,665+5.3% | $4,299-10.2% |
| Participant deferral / active EE | $6,432 | $8,297-22.5% | $7,994-19.5% | $6,507-1.2% |
| Admin fee / account holder | $69 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |