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 | $14,322 | $111,754-87.2% | $103,333-86.1% | $145,922-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.19% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $990 | $4,212-76.5% | $3,868-74.4% | $4,660-78.8% |
| Participant deferral / active EE | $1,697 | $5,619-69.8% | $5,057-66.5% | $6,688-74.6% |
| Admin fee / account holder | $228 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |