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 9-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 | $12,641 | $102,966-87.7% | $90,281-86.0% | $152,861-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.58% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,144 | $3,139-31.7% | $2,854-24.9% | $4,762-55.0% |
| Participant deferral / active EE | $3,786 | $4,281-11.6% | $3,885-2.6% | $5,850-35.3% |
| Admin fee / account holder | $228 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |