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 | $44,668 | $106,584-58.1% | $101,326-55.9% | $142,382-68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.89% | 36.93%-15.0pp | 36.82%-14.9pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,119 | $3,956-21.2% | $3,665-14.9% | $4,299-27.5% |
| Participant deferral / active EE | $8,389 | $8,297+1.1% | $7,994+4.9% | $6,507+28.9% |
| Admin fee / account holder | $49 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |