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 4-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 | $16,627 | $51,638-67.8% | $68,368-75.7% | $82,448-79.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.38% | 37.53%-17.2pp | 292.57%-272.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,116 | $2,047+3.4% | $2,649-20.1% | $2,551-17.0% |
| Participant deferral / active EE | $3,013 | $2,914+3.4% | $4,123-26.9% | $4,139-27.2% |
| Admin fee / account holder | $236 | $4,643-94.9% | $5,150-95.4% | $7,234-96.7% |