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 | $15,463 | $117,983-86.9% | $101,794-84.8% | $142,382-89.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.60% | 36.92%-11.3pp | 30.53%-4.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,768 | $2,773-36.2% | $2,289-22.8% | $4,299-58.9% |
| Participant deferral / active EE | $3,806 | $4,714-19.3% | $4,084-6.8% | $6,507-41.5% |
| Admin fee / account holder | $153 | $10,433-98.5% | $8,777-98.3% | $12,624-98.8% |