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 8-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 | $19,927 | $99,341-79.9% | $84,750-76.5% | $273,961-92.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.41% | 22.93%-7.5pp | 22.78%-7.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $6,835 | $4,214+62.2% | $3,574+91.2% | $4,869+40.4% |
| Participant deferral / active EE | $3,750 | $4,269-12.2% | $3,712+1.0% | $5,287-29.1% |
| Admin fee / account holder | $115 | $6,644-98.3% | $5,332-97.8% | $10,132-98.9% |