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 | $28,009 | $100,970-72.3% | $96,576-71.0% | $137,256-79.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.55% | 38.16%-12.6pp | 38.47%-12.9pp | 220.34%-194.8pp |
| Employer contribution / active EE | $4,001 | $3,809+5.0% | $3,553+12.6% | $4,156-3.7% |
| Participant deferral / active EE | $5,000 | $8,286-39.7% | $7,956-37.2% | $6,407-22.0% |
| Admin fee / account holder | $144 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |