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 | $11,979 | $94,752-87.4% | $112,887-89.4% | $139,434-91.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.61% | 40.88%-18.3pp | 34.10%-11.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $3,132 | $4,625-32.3% | $4,563-31.4% | $4,751-34.1% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,710-100.0% |
| Admin fee / account holder | $214 | $8,527-97.5% | $7,047-97.0% | $11,403-98.1% |