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 | $18,114 | $111,754-83.8% | $103,333-82.5% | $145,922-87.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.19% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,729 | $4,212-35.2% | $3,868-29.4% | $4,660-41.4% |
| Participant deferral / active EE | $5,181 | $5,619-7.8% | $5,057+2.4% | $6,688-22.5% |
| Admin fee / account holder | $271 | $9,750-97.2% | $8,355-96.8% | $13,397-98.0% |