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 | $18,251 | $104,664-82.6% | $85,682-78.7% | $167,490-89.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.81% | 21.45%-2.6pp | 21.49%-2.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,858 | $3,337-44.3% | $2,618-29.0% | $4,837-61.6% |
| Participant deferral / active EE | $3,340 | $4,824-30.8% | $3,923-14.9% | $6,341-47.3% |
| Admin fee / account holder | $11 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |