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 | $19,352 | $106,584-81.8% | $101,326-80.9% | $142,382-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.38% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,028 | $3,956-48.7% | $3,665-44.7% | $4,299-52.8% |
| Participant deferral / active EE | $2,312 | $8,297-72.1% | $7,994-71.1% | $6,507-64.5% |
| Admin fee / account holder | $197 | $11,446-98.3% | $11,185-98.2% | $12,624-98.4% |