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 | $24,596 | $142,405-82.7% | $115,157-78.6% | $152,861-83.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.99% | 41.48%-13.5pp | 35.60%-7.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $4,266 | $4,010+6.4% | $3,179+34.2% | $4,762-10.4% |
| Participant deferral / active EE | $4,266 | $5,164-17.4% | $4,168+2.3% | $5,850-27.1% |
| Admin fee / account holder | $258 | $8,462-97.0% | $7,088-96.4% | $11,596-97.8% |