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 | $26,520 | $95,266-72.2% | $82,389-67.8% | $142,382-81.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.14% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,648 | $2,991-11.5% | $2,517+5.2% | $4,299-38.4% |
| Participant deferral / active EE | $2,648 | $4,809-44.9% | $4,155-36.3% | $6,507-59.3% |
| Admin fee / account holder | $88 | $8,563-99.0% | $7,231-98.8% | $12,624-99.3% |