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 | $52,592 | $106,584-50.7% | $101,326-48.1% | $142,382-63.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.52% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,891 | $3,956-26.9% | $3,665-21.1% | $4,299-32.8% |
| Participant deferral / active EE | $7,091 | $8,297-14.5% | $7,994-11.3% | $6,507+9.0% |
| Admin fee / account holder | $56 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |