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 3-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 | $19,643 | $86,699-77.3% | $73,307-73.2% | $125,391-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 3.05% | 2.78%+0.3pp | 5.67%-2.6pp | 282.22%-279.2pp |
| Employer contribution / active EE | $1,613 | $4,152-61.2% | $3,237-50.2% | $4,866-66.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15 | $7,771-99.8% | $5,637-99.7% | $9,540-99.8% |