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 | $35,063 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.46% | 24.03%-1.6pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,866 | $3,442-16.7% | $2,975-3.7% | $4,299-33.3% |
| Participant deferral / active EE | $11,678 | $5,716+104.3% | $5,107+128.7% | $6,507+79.5% |
| Admin fee / account holder | $292 | $15,736-98.1% | $12,068-97.6% | $12,624-97.7% |