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 | $11,638 | $57,016-79.6% | $84,966-86.3% | $80,856-85.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 11.96% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,413 | $1,798-21.4% | $2,727-48.2% | $2,755-48.7% |
| Participant deferral / active EE | $870 | $3,110-72.0% | $4,519-80.8% | $4,296-79.8% |
| Admin fee / account holder | $288 | $4,980-94.2% | $6,149-95.3% | $6,918-95.8% |