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 | $102,245-81.7% | $89,340-79.0% | $137,256-86.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.89% | 21.89%+2.0pp | 20.57%+3.3pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,707 | $2,529+7.0% | $2,231+21.3% | $4,156-34.9% |
| Participant deferral / active EE | $3,889 | $4,436-12.3% | $3,823+1.7% | $6,407-39.3% |
| Admin fee / account holder | $18 | $8,085-99.8% | $6,704-99.7% | $12,270-99.9% |