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 | $25,480 | $106,515-76.1% | $96,683-73.6% | $139,434-81.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.20% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,241 | $4,103-45.4% | $3,737-40.0% | $4,751-52.8% |
| Participant deferral / active EE | $4,222 | $5,454-22.6% | $4,878-13.5% | $6,710-37.1% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |