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 | $23,712 | $106,584-77.8% | $101,326-76.6% | $142,382-83.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.73% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,571 | $3,956-35.0% | $3,665-29.9% | $4,299-40.2% |
| Participant deferral / active EE | $8,246 | $8,297-0.6% | $7,994+3.1% | $6,507+26.7% |
| Admin fee / account holder | $69 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |