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 6-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 | $20,763 | $127,065-83.7% | $113,168-81.7% | $142,382-85.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.11% | 24.03%-2.9pp | 24.27%-3.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,483 | $3,442-27.9% | $2,975-16.6% | $4,299-42.3% |
| Participant deferral / active EE | $6,993 | $5,716+22.3% | $5,107+36.9% | $6,507+7.5% |
| Admin fee / account holder | $217 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |