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 | $12,958 | $114,381-88.7% | $107,525-87.9% | $142,382-90.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,030 | $4,015-49.4% | $3,754-45.9% | $4,299-52.8% |
| Participant deferral / active EE | $5,720 | $5,564+2.8% | $5,116+11.8% | $6,507-12.1% |
| Admin fee / account holder | $49 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |