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 | $31,345 | $124,425-74.8% | $112,040-72.0% | $137,256-77.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.58% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,580 | $3,411+4.9% | $2,954+21.2% | $4,156-13.9% |
| Participant deferral / active EE | $13,755 | $5,718+140.5% | $5,098+169.8% | $6,407+114.7% |
| Admin fee / account holder | $277 | $15,207-98.2% | $12,098-97.7% | $12,270-97.7% |