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 | $106,584-77.1% | $101,326-75.9% | $142,382-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.37% | 36.93%-12.6pp | 36.82%-12.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,800 | $3,956+21.3% | $3,665+31.0% | $4,299+11.7% |
| Participant deferral / active EE | $11,000 | $8,297+32.6% | $7,994+37.6% | $6,507+69.0% |
| Admin fee / account holder | $258 | $11,446-97.7% | $11,185-97.7% | $12,624-98.0% |