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 5-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 | $8,230 | $95,266-91.4% | $82,389-90.0% | $142,382-94.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.23% | 25.74%-7.5pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,838 | $2,991-38.6% | $2,517-27.0% | $4,299-57.2% |
| Participant deferral / active EE | $1,408 | $4,809-70.7% | $4,155-66.1% | $6,507-78.4% |
| Admin fee / account holder | $73 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |