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 6-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 | $17,259 | $124,281-86.1% | $109,143-84.2% | $167,490-89.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.98% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,156 | $4,207-72.5% | $3,722-68.9% | $4,837-76.1% |
| Participant deferral / active EE | $15,514 | $5,255+195.2% | $4,653+233.4% | $6,341+144.7% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |