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 | $12,590 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.62% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $9,338 | $4,103+127.6% | $3,737+149.9% | $4,751+96.6% |
| Participant deferral / active EE | $4,698 | $5,454-13.9% | $4,878-3.7% | $6,710-30.0% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |