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 | $25,904 | $127,065-79.6% | $113,168-77.1% | $142,382-81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.90% | 24.03%-4.1pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,274 | $3,442-4.9% | $2,975+10.0% | $4,299-23.9% |
| Participant deferral / active EE | $5,758 | $5,716+0.7% | $5,107+12.8% | $6,507-11.5% |
| Admin fee / account holder | $121 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |