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 | $14,866 | $111,754-86.7% | $103,333-85.6% | $145,922-89.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.36% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,207 | $4,212-47.6% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $2,207 | $5,619-60.7% | $5,057-56.4% | $6,688-67.0% |
| Admin fee / account holder | $174 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |