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 | $23,199 | $106,584-78.2% | $101,326-77.1% | $142,382-83.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 24.53% | 36.93%-12.4pp | 36.82%-12.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,219 | $3,956-18.6% | $3,665-12.2% | $4,299-25.1% |
| Participant deferral / active EE | $4,659 | $8,297-43.8% | $7,994-41.7% | $6,507-28.4% |
| Admin fee / account holder | $35 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |