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 | $14,685 | $65,685-77.6% | $57,179-74.3% | $273,961-94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.16% | 21.99%-18.8pp | 14.59%-11.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $5,272 | $3,279+60.8% | $2,682+96.5% | $4,869+8.3% |
| Participant deferral / active EE | $3,622 | $3,782-4.2% | $3,096+17.0% | $5,287-31.5% |
| Admin fee / account holder | $5 | $4,835-99.9% | $3,139-99.8% | $10,132-99.9% |