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 | $124,425-83.3% | $112,040-81.5% | $137,256-84.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.11% | 24.72%-3.6pp | 24.52%-3.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,483 | $3,411-27.2% | $2,954-16.0% | $4,156-40.3% |
| Participant deferral / active EE | $6,993 | $5,718+22.3% | $5,098+37.2% | $6,407+9.2% |
| Admin fee / account holder | $217 | $15,207-98.6% | $12,098-98.2% | $12,270-98.2% |