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 3-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 | $26,763 | $127,065-78.9% | $113,168-76.4% | $142,382-81.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.16% | 24.03%-0.9pp | 24.27%-1.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,034 | $3,442-40.9% | $2,975-31.7% | $4,299-52.7% |
| Participant deferral / active EE | $2,682 | $5,716-53.1% | $5,107-47.5% | $6,507-58.8% |
| Admin fee / account holder | $32 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |