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 10-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 | $16,797 | $101,069-83.4% | $81,478-79.4% | $147,584-88.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.22% | 32.40%-19.2pp | 38.78%-25.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,796 | $3,205+18.4% | $2,568+47.8% | $4,876-22.2% |
| Participant deferral / active EE | $2,509 | $4,242-40.8% | $3,537-29.0% | $5,439-53.9% |
| Admin fee / account holder | $45 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |