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 7-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 | $16,563 | $117,381-85.9% | $99,443-83.3% | $152,861-89.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.95% | 31.87%-19.9pp | 30.72%-18.8pp | 345.32%-333.4pp |
| Employer contribution / active EE | $1,695 | $3,013-43.7% | $2,540-33.3% | $4,762-64.4% |
| Participant deferral / active EE | $6,809 | $4,086+66.7% | $3,619+88.2% | $5,850+16.4% |
| Admin fee / account holder | $87 | $7,631-98.9% | $6,250-98.6% | $11,596-99.3% |