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 | $16,277 | $99,877-83.7% | $84,966-80.8% | $145,922-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.24% | 83.76%-74.5pp | 66.38%-57.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,979 | $3,231-7.8% | $2,727+9.2% | $4,660-36.1% |
| Participant deferral / active EE | $2,765 | $5,291-47.7% | $4,519-38.8% | $6,688-58.7% |
| Admin fee / account holder | $116 | $7,248-98.4% | $6,149-98.1% | $13,397-99.1% |