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 | $13,926 | $106,584-86.9% | $101,326-86.3% | $142,382-90.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.84% | 36.93%-14.1pp | 36.82%-14.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,892 | $3,956-26.9% | $3,665-21.1% | $4,299-32.7% |
| Participant deferral / active EE | $6,161 | $8,297-25.7% | $7,994-22.9% | $6,507-5.3% |
| Admin fee / account holder | $145 | $11,446-98.7% | $11,185-98.7% | $12,624-98.8% |