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 4-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 | $16,425 | $108,919-84.9% | $100,391-83.6% | $145,922-88.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.31% | 57.88%-42.6pp | 49.20%-33.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,068 | $4,419-7.9% | $3,942+3.2% | $4,660-12.7% |
| Participant deferral / active EE | $5,085 | $8,445-39.8% | $8,082-37.1% | $6,688-24.0% |
| Admin fee / account holder | $33 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |