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 | $32,616 | $127,065-74.3% | $113,168-71.2% | $142,382-77.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.85% | 24.03%+0.8pp | 24.27%+0.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,592 | $3,442-24.7% | $2,975-12.9% | $4,299-39.7% |
| Participant deferral / active EE | $5,277 | $5,716-7.7% | $5,107+3.3% | $6,507-18.9% |
| Admin fee / account holder | $65 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |