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 6-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 | $16,623 | $106,584-84.4% | $101,326-83.6% | $142,382-88.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.39% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,095 | $3,956+3.5% | $3,665+11.7% | $4,299-4.7% |
| Participant deferral / active EE | $12,848 | $8,297+54.8% | $7,994+60.7% | $6,507+97.4% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |