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 | $22,185 | $127,065-82.5% | $113,168-80.4% | $142,382-84.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 24.32% | 24.03%+0.3pp | 24.27%+0.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,799 | $3,442+10.4% | $2,975+27.7% | $4,299-11.6% |
| Participant deferral / active EE | $6,190 | $5,716+8.3% | $5,107+21.2% | $6,507-4.9% |
| Admin fee / account holder | $40 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |