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 6-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 | $40,814 | $80,717-49.4% | $154,803-73.6% | $84,808-51.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.54% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,170 | $2,761-21.4% | $4,305-49.6% | $2,631-17.5% |
| Participant deferral / active EE | $6,282 | $3,303+90.2% | $5,540+13.4% | $4,212+49.2% |
| Admin fee / account holder | $219 | $6,746-96.8% | $14,329-98.5% | $7,344-97.0% |