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 | $22,836 | $71,050-67.9% | $93,606-75.6% | $80,856-71.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.32% | 11.26%+2.1pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,351 | $1,564+114.3% | $2,420+38.5% | $2,755+21.6% |
| Participant deferral / active EE | $10,586 | $4,034+162.4% | $4,411+140.0% | $4,296+146.4% |
| Admin fee / account holder | $104 | $6,945-98.5% | $8,285-98.7% | $6,918-98.5% |