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 4-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 | $20,929 | $61,605-66.0% | $112,229-81.4% | $75,163-72.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 20.96% | 28.47%-7.5pp | 30.20%-9.2pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,377 | $2,015+17.9% | $3,430-30.7% | $2,670-11.0% |
| Participant deferral / active EE | $4,845 | $3,108+55.9% | $4,798+1.0% | $4,125+17.5% |
| Admin fee / account holder | $277 | $4,862-94.3% | $7,748-96.4% | $5,651-95.1% |