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 | $32,009 | $92,798-65.5% | $96,707-66.9% | $137,256-76.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 18.77% | 31.24%-12.5pp | 34.78%-16.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,154 | $4,147-48.1% | $4,191-48.6% | $4,156-48.2% |
| Participant deferral / active EE | $6,902 | $5,877+17.4% | $5,997+15.1% | $6,407+7.7% |
| Admin fee / account holder | $79 | $7,946-99.0% | $7,503-98.9% | $12,270-99.4% |