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 | $16,530 | $111,754-85.2% | $103,333-84.0% | $145,922-88.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,006 | $4,212-52.4% | $3,868-48.1% | $4,660-56.9% |
| Participant deferral / active EE | $6,669 | $5,619+18.7% | $5,057+31.9% | $6,688-0.3% |
| Admin fee / account holder | $108 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |