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 | $25,639 | $127,065-79.8% | $113,168-77.3% | $142,382-82.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.72% | 24.03%-0.3pp | 24.27%-0.5pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,370 | $3,442-2.1% | $2,975+13.3% | $4,299-21.6% |
| Participant deferral / active EE | $7,849 | $5,716+37.3% | $5,107+53.7% | $6,507+20.6% |
| Admin fee / account holder | $299 | $15,736-98.1% | $12,068-97.5% | $12,624-97.6% |