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 | $21,710 | $105,630-79.4% | $87,507-75.2% | $273,961-92.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.77% | 12.25%-3.5pp | 12.21%-3.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,642 | $3,141-47.7% | $2,550-35.6% | $4,869-66.3% |
| Participant deferral / active EE | $2,994 | $3,601-16.9% | $3,149-4.9% | $5,287-43.4% |
| Admin fee / account holder | $70 | $4,781-98.5% | $4,221-98.4% | $10,132-99.3% |