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 | $16,374 | $90,348-81.9% | $75,972-78.4% | $145,922-88.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.51% | 620.88%-607.4pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,455 | $3,311-56.1% | $2,685-45.8% | $4,660-68.8% |
| Participant deferral / active EE | $6,849 | $5,162+32.7% | $4,255+60.9% | $6,688+2.4% |
| Admin fee / account holder | $11 | $8,467-99.9% | $6,467-99.8% | $13,397-99.9% |