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 | $70,606-81.6% | $53,898-75.9% | $142,382-90.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.53% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,846 | $1,202+220.0% | $932+312.7% | $4,299-10.5% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $91 | $2,852-96.8% | $2,491-96.4% | $12,624-99.3% |