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 | $12,268 | $102,245-88.0% | $89,340-86.3% | $137,256-91.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 47.28% | 21.89%+25.4pp | 20.57%+26.7pp | 220.34%-173.1pp |
| Employer contribution / active EE | $2,986 | $2,529+18.1% | $2,231+33.8% | $4,156-28.2% |
| Participant deferral / active EE | $3,839 | $4,436-13.5% | $3,823+0.4% | $6,407-40.1% |
| Admin fee / account holder | $18 | $8,085-99.8% | $6,704-99.7% | $12,270-99.9% |