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 | $13,230 | $117,983-88.8% | $101,794-87.0% | $142,382-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.88% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,251 | $2,773-54.9% | $2,289-45.4% | $4,299-70.9% |
| Participant deferral / active EE | $4,489 | $4,714-4.8% | $4,084+9.9% | $6,507-31.0% |
| Admin fee / account holder | $63 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |