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 3-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 | $24,945 | $106,584-76.6% | $101,326-75.4% | $142,382-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.25% | 36.93%-7.7pp | 36.82%-7.6pp | 217.08%-187.8pp |
| Employer contribution / active EE | $4,419 | $3,956+11.7% | $3,665+20.6% | $4,299+2.8% |
| Participant deferral / active EE | $8,532 | $8,297+2.8% | $7,994+6.7% | $6,507+31.1% |
| Admin fee / account holder | $35 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |