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 | $17,006 | $210,648-91.9% | $177,989-90.4% | $145,922-88.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.96% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,576 | $4,565-65.5% | $3,949-60.1% | $4,660-66.2% |
| Participant deferral / active EE | $6,916 | $6,958-0.6% | $6,276+10.2% | $6,688+3.4% |
| Admin fee / account holder | $193 | $12,013-98.4% | $10,363-98.1% | $13,397-98.6% |