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 | $7,366 | $87,166-91.5% | $76,735-90.4% | $137,256-94.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 26.15% | 26.50%-0.3pp | 29.77%-3.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,872 | $2,904-35.5% | $2,454-23.7% | $4,156-55.0% |
| Participant deferral / active EE | $2,092 | $4,726-55.7% | $4,088-48.8% | $6,407-67.3% |
| Admin fee / account holder | $83 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |