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 | $12,967 | $67,823-80.9% | $52,425-75.3% | $137,256-90.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 15.53% | 219.11%-203.6pp | 302.12%-286.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,846 | $1,163+230.7% | $914+320.7% | $4,156-7.5% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $91 | $2,844-96.8% | $2,495-96.4% | $12,270-99.3% |