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 | $56,333 | $107,452-47.6% | $91,541-38.5% | $142,382-60.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.40% | 22.06%+0.3pp | 20.50%+1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,405 | $2,994-19.7% | $2,505-4.0% | $4,299-44.1% |
| Participant deferral / active EE | $9,844 | $4,754+107.1% | $4,008+145.6% | $6,507+51.3% |
| Admin fee / account holder | $230 | $8,834-97.4% | $6,956-96.7% | $12,624-98.2% |