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 | $27,149 | $106,584-74.5% | $101,326-73.2% | $142,382-80.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.97% | 36.93%-15.0pp | 36.82%-14.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,384 | $3,956-39.7% | $3,665-35.0% | $4,299-44.5% |
| Participant deferral / active EE | $7,027 | $8,297-15.3% | $7,994-12.1% | $6,507+8.0% |
| Admin fee / account holder | $61 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |