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 4-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 | $10,596 | $87,166-87.8% | $76,735-86.2% | $137,256-92.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.50% | 26.50%-8.0pp | 29.77%-11.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,471 | $2,904-49.4% | $2,454-40.1% | $4,156-64.6% |
| Participant deferral / active EE | $2,663 | $4,726-43.7% | $4,088-34.9% | $6,407-58.4% |
| Admin fee / account holder | $145 | $8,403-98.3% | $7,189-98.0% | $12,270-98.8% |