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 | $13,848 | $74,888-81.5% | $71,209-80.6% | $142,382-90.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.59% | 345.14%-324.6pp | 282.51%-261.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,123 | $2,854-60.7% | $2,721-58.7% | $4,299-73.9% |
| Participant deferral / active EE | $3,713 | $4,454-16.6% | $4,175-11.1% | $6,507-42.9% |
| Admin fee / account holder | $162 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |