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 | $18,469 | $74,888-75.3% | $71,209-74.1% | $142,382-87.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.75% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,057 | $2,854-27.9% | $2,721-24.4% | $4,299-52.2% |
| Participant deferral / active EE | $3,275 | $4,454-26.5% | $4,175-21.6% | $6,507-49.7% |
| Admin fee / account holder | $218 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |