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 | $36,737 | $106,584-65.5% | $101,326-63.7% | $142,382-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.59% | 36.93%-13.3pp | 36.82%-13.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,122 | $3,956+4.2% | $3,665+12.5% | $4,299-4.1% |
| Participant deferral / active EE | $7,845 | $8,297-5.5% | $7,994-1.9% | $6,507+20.6% |
| Admin fee / account holder | $76 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |