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 | $17,896 | $112,729-84.1% | $98,716-81.9% | $137,256-87.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.90% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,544 | $2,725-6.6% | $2,279+11.7% | $4,156-38.8% |
| Participant deferral / active EE | $4,285 | $4,640-7.7% | $4,048+5.9% | $6,407-33.1% |
| Admin fee / account holder | $256 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |