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 | $16,651 | $111,754-85.1% | $103,333-83.9% | $145,922-88.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,634 | $4,212-37.5% | $3,868-31.9% | $4,660-43.5% |
| Participant deferral / active EE | $2,471 | $5,619-56.0% | $5,057-51.1% | $6,688-63.1% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |