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 6-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 | $33,250 | $210,408-84.2% | $153,485-78.3% | $145,922-77.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 13.37%+4.5pp | 15.65%+2.2pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,736 | $6,048-38.2% | $5,039-25.8% | $4,660-19.8% |
| Participant deferral / active EE | $4,885 | $7,975-38.8% | $6,757-27.7% | $6,688-27.0% |
| Admin fee / account holder | $184 | $19,419-99.1% | $12,724-98.6% | $13,397-98.6% |