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 | $18,618 | $124,281-85.0% | $109,143-82.9% | $167,490-88.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.60% | 26.04%-6.4pp | 25.75%-6.1pp | 478.56%-459.0pp |
| Employer contribution / active EE | $3,938 | $4,207-6.4% | $3,722+5.8% | $4,837-18.6% |
| Participant deferral / active EE | $3,250 | $5,255-38.2% | $4,653-30.2% | $6,341-48.7% |
| Admin fee / account holder | $134 | $7,970-98.3% | $6,752-98.0% | $12,309-98.9% |