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 9-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 | $28,416 | $112,729-74.8% | $98,716-71.2% | $137,256-79.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.77% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,251 | $2,725-17.4% | $2,279-1.2% | $4,156-45.8% |
| Participant deferral / active EE | $3,025 | $4,640-34.8% | $4,048-25.3% | $6,407-52.8% |
| Admin fee / account holder | $42 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |