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 | $18,074 | $81,248-77.8% | $155,509-88.4% | $80,856-77.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.69% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,676 | $3,100-45.9% | $4,672-64.1% | $2,755-39.2% |
| Participant deferral / active EE | $4,665 | $3,452+35.1% | $5,626-17.1% | $4,296+8.6% |
| Admin fee / account holder | $249 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |