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 | $16,485 | $99,921-83.5% | $85,009-80.6% | $145,959-88.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,882 | $3,233-41.8% | $2,728-31.0% | $4,661-59.6% |
| Participant deferral / active EE | $2,718 | $5,293-48.7% | $4,522-39.9% | $6,689-59.4% |
| Admin fee / account holder | $190 | $7,252-97.4% | $6,153-96.9% | $13,398-98.6% |