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 | $19,872 | $111,754-82.2% | $103,333-80.8% | $145,922-86.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.32% | 24.77%-11.4pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,629 | $4,212+81.1% | $3,868+97.2% | $4,660+63.7% |
| Participant deferral / active EE | $5,780 | $5,619+2.9% | $5,057+14.3% | $6,688-13.6% |
| Admin fee / account holder | $292 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |