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 10-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 | $31,681 | $127,386-75.1% | $115,037-72.5% | $125,391-74.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.13% | 31.28%-28.1pp | 26.14%-23.0pp | 282.22%-279.1pp |
| Employer contribution / active EE | $4,129 | $5,166-20.1% | $4,608-10.4% | $4,866-15.2% |
| Participant deferral / active EE | $8,049 | $6,423+25.3% | $6,026+33.6% | $5,352+50.4% |
| Admin fee / account holder | $115 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |