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 | $15,534 | $74,888-79.3% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.87% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,634 | $2,854-42.8% | $2,721-40.0% | $4,299-62.0% |
| Participant deferral / active EE | $3,296 | $4,454-26.0% | $4,175-21.1% | $6,507-49.3% |
| Admin fee / account holder | $172 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |