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 | $21,851 | $96,557-77.4% | $80,975-73.0% | $273,961-92.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 3.03% | 15.14%-12.1pp | 17.10%-14.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,613 | $4,868-66.9% | $3,714-56.6% | $4,869-66.9% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15 | $7,492-99.8% | $5,516-99.7% | $10,132-99.9% |