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 | $12,754 | $77,899-83.6% | $149,673-91.5% | $75,163-83.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.91% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,256 | $3,137-28.1% | $4,818-53.2% | $2,670-15.5% |
| Participant deferral / active EE | $3,887 | $3,411+14.0% | $5,680-31.6% | $4,125-5.8% |
| Admin fee / account holder | $252 | $5,956-95.8% | $13,210-98.1% | $5,651-95.5% |