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 | $26,337 | $111,754-76.4% | $103,333-74.5% | $145,922-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.50% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,474 | $4,212-17.5% | $3,868-10.2% | $4,660-25.4% |
| Participant deferral / active EE | $7,733 | $5,619+37.6% | $5,057+52.9% | $6,688+15.6% |
| Admin fee / account holder | $32 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |