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 9-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 | $14,411 | $93,071-84.5% | $74,583-80.7% | $273,961-94.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.81% | 26.18%-22.4pp | 20.47%-16.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $962 | $3,160-69.6% | $2,525-61.9% | $4,869-80.2% |
| Participant deferral / active EE | $1,548 | $4,160-62.8% | $3,458-55.2% | $5,287-70.7% |
| Admin fee / account holder | $281 | $5,272-94.7% | $4,138-93.2% | $10,132-97.2% |