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 | $15,304 | $169,032-90.9% | $129,207-88.2% | $145,922-89.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 14.11% | 14330.11%-14316.0pp | 9417.33%-9403.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,941 | $5,537-46.9% | $4,153-29.2% | $4,660-36.9% |
| Participant deferral / active EE | $2,968 | $4,987-40.5% | $4,168-28.8% | $6,688-55.6% |
| Admin fee / account holder | $68 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |