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 | $5,925 | $102,245-94.2% | $89,340-93.4% | $137,256-95.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.21% | 21.89%-0.7pp | 20.57%+0.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,292 | $2,529-9.4% | $2,231+2.7% | $4,156-44.9% |
| Participant deferral / active EE | $2,669 | $4,436-39.8% | $3,823-30.2% | $6,407-58.3% |
| Admin fee / account holder | $27 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |