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 | $23,170 | $106,584-78.3% | $101,326-77.1% | $142,382-83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.34% | 36.93%-11.6pp | 36.82%-11.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,420 | $3,956-13.6% | $3,665-6.7% | $4,299-20.5% |
| Participant deferral / active EE | $5,069 | $8,297-38.9% | $7,994-36.6% | $6,507-22.1% |
| Admin fee / account holder | $47 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |