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 | $27,745 | $100,970-72.5% | $96,576-71.3% | $137,256-79.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.41% | 38.16%-11.8pp | 38.47%-12.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $8,551 | $3,809+124.5% | $3,553+140.7% | $4,156+105.7% |
| Participant deferral / active EE | $13,658 | $8,286+64.8% | $7,956+71.7% | $6,407+113.2% |
| Admin fee / account holder | $70 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |