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 | $24,425 | $100,970-75.8% | $96,576-74.7% | $137,256-82.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.37% | 38.16%-13.8pp | 38.47%-14.1pp | 220.34%-196.0pp |
| Employer contribution / active EE | $4,800 | $3,809+26.0% | $3,553+35.1% | $4,156+15.5% |
| Participant deferral / active EE | $11,000 | $8,286+32.7% | $7,956+38.3% | $6,407+71.7% |
| Admin fee / account holder | $258 | $11,312-97.7% | $11,381-97.7% | $12,270-97.9% |