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 | $22,559 | $127,065-82.2% | $113,168-80.1% | $142,382-84.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.21% | 24.03%-2.8pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,634 | $3,442-23.5% | $2,975-11.5% | $4,299-38.7% |
| Participant deferral / active EE | $3,763 | $5,716-34.2% | $5,107-26.3% | $6,507-42.2% |
| Admin fee / account holder | $55 | $15,736-99.7% | $12,068-99.5% | $12,624-99.6% |