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 | $16,248 | $85,022-80.9% | $70,515-77.0% | $139,434-88.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.35% | 30.38%-11.0pp | 32.77%-13.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,125 | $3,909-71.2% | $2,973-62.2% | $4,751-76.3% |
| Participant deferral / active EE | $3,508 | $5,890-40.4% | $4,567-23.2% | $6,710-47.7% |
| Admin fee / account holder | $11 | $8,906-99.9% | $6,412-99.8% | $11,403-99.9% |