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 | $6,460 | $102,245-93.7% | $89,340-92.8% | $137,256-95.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.49% | 21.89%+2.6pp | 20.57%+3.9pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,832 | $2,529+12.0% | $2,231+26.9% | $4,156-31.9% |
| Participant deferral / active EE | $4,614 | $4,436+4.0% | $3,823+20.7% | $6,407-28.0% |
| Admin fee / account holder | $41 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |