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 6-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 | $14,193 | $96,635-85.3% | $86,612-83.6% | $139,434-89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.61% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,407 | $3,263-56.9% | $3,022-53.5% | $4,751-70.4% |
| Participant deferral / active EE | $2,963 | $4,836-38.7% | $4,438-33.2% | $6,710-55.8% |
| Admin fee / account holder | $144 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |