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 | $15,697 | $106,584-85.3% | $101,326-84.5% | $142,382-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.24% | 36.93%-9.7pp | 36.82%-9.6pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,927 | $3,956-51.3% | $3,665-47.4% | $4,299-55.2% |
| Participant deferral / active EE | $8,141 | $8,297-1.9% | $7,994+1.8% | $6,507+25.1% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |