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 | $18,727 | $107,452-82.6% | $91,541-79.5% | $142,382-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.89% | 22.06%+1.8pp | 20.50%+3.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,707 | $2,994-9.6% | $2,505+8.1% | $4,299-37.0% |
| Participant deferral / active EE | $3,889 | $4,754-18.2% | $4,008-3.0% | $6,507-40.2% |
| Admin fee / account holder | $18 | $8,834-99.8% | $6,956-99.7% | $12,624-99.9% |