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 5-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 | $16,719 | $53,516-68.8% | $126,539-86.8% | $84,808-80.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.49% | 58.34%-40.8pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $509 | $1,535-66.9% | $3,674-86.2% | $2,631-80.7% |
| Participant deferral / active EE | $2,687 | $2,671+0.6% | $4,083-34.2% | $4,212-36.2% |
| Admin fee / account holder | $41 | $4,497-99.1% | $6,065-99.3% | $7,344-99.4% |