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 3-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 | $12,820 | $102,245-87.5% | $89,340-85.7% | $137,256-90.7% |
| Participation rate | 95.0% | 74.9%+20.1pp | 69.6%+25.4pp | 80.0%+15.0pp |
| Annual return | 28.91% | 21.89%+7.0pp | 20.57%+8.3pp | 220.34%-191.4pp |
| Employer contribution / active EE | $2,299 | $2,529-9.1% | $2,231+3.0% | $4,156-44.7% |
| Participant deferral / active EE | $2,545 | $4,436-42.6% | $3,823-33.4% | $6,407-60.3% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |