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 | $44,249 | $106,584-58.5% | $101,326-56.3% | $142,382-68.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.40% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,804 | $3,956-54.4% | $3,665-50.8% | $4,299-58.0% |
| Participant deferral / active EE | $2,537 | $8,297-69.4% | $7,994-68.3% | $6,507-61.0% |
| Admin fee / account holder | $82 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |