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 | $22,237 | $110,257-79.8% | $96,544-77.0% | $139,434-84.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.63% | 26.32%+3.3pp | 25.84%+3.8pp | 372.94%-343.3pp |
| Employer contribution / active EE | $3,138 | $3,620-13.3% | $2,965+5.8% | $4,751-34.0% |
| Participant deferral / active EE | $10,327 | $5,548+86.1% | $4,851+112.9% | $6,710+53.9% |
| Admin fee / account holder | $19 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |