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 6-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 | $36,418 | $80,717-54.9% | $154,803-76.5% | $84,808-57.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.79% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,197 | $2,761-20.4% | $4,305-49.0% | $2,631-16.5% |
| Participant deferral / active EE | $4,011 | $3,303+21.4% | $5,540-27.6% | $4,212-4.8% |
| Admin fee / account holder | $137 | $6,746-98.0% | $14,329-99.0% | $7,344-98.1% |