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 | $21,996 | $95,266-76.9% | $82,389-73.3% | $142,382-84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.01% | 25.74%-12.7pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,513 | $2,991-16.0% | $2,517-0.2% | $4,299-41.5% |
| Participant deferral / active EE | $3,300 | $4,809-31.4% | $4,155-20.6% | $6,507-49.3% |
| Admin fee / account holder | $185 | $8,563-97.8% | $7,231-97.4% | $12,624-98.5% |