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 | $19,068 | $73,515-74.1% | $62,995-69.7% | $147,584-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.80% | 175.43%-160.6pp | 87.57%-72.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $855 | $3,320-74.3% | $2,759-69.0% | $4,876-82.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $143 | $5,953-97.6% | $3,600-96.0% | $10,885-98.7% |