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 | $27,882 | $161,352-82.7% | $134,172-79.2% | $137,256-79.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.88% | 28.72%-14.8pp | 25.30%-11.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $967 | $4,099-76.4% | $3,420-71.7% | $4,156-76.7% |
| Participant deferral / active EE | $1,780 | $5,552-67.9% | $4,690-62.1% | $6,407-72.2% |
| Admin fee / account holder | $253 | $15,028-98.3% | $12,016-97.9% | $12,270-97.9% |