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 4-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 | $17,062 | $54,705-68.8% | $71,209-76.0% | $84,808-79.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 21.86% | 35.90%-14.0pp | 282.51%-260.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,469 | $2,158-31.9% | $2,721-46.0% | $2,631-44.2% |
| Participant deferral / active EE | $2,835 | $3,030-6.4% | $4,175-32.1% | $4,212-32.7% |
| Admin fee / account holder | $211 | $4,863-95.7% | $5,349-96.0% | $7,344-97.1% |