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 | $124,425-78.5% | $112,040-76.1% | $137,256-80.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.16% | 24.72%-1.6pp | 24.52%-1.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,034 | $3,411-40.4% | $2,954-31.2% | $4,156-51.1% |
| Participant deferral / active EE | $2,682 | $5,718-53.1% | $5,098-47.4% | $6,407-58.1% |
| Admin fee / account holder | $32 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |