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 | $16,062 | $118,849-86.5% | $96,562-83.4% | $167,490-90.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.47% | 50.49%-35.0pp | 37.78%-22.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,175 | $3,120-30.3% | $2,356-7.7% | $4,837-55.0% |
| Participant deferral / active EE | $7,426 | $4,616+60.9% | $3,849+92.9% | $6,341+17.1% |
| Admin fee / account holder | $121 | $8,065-98.5% | $6,181-98.0% | $12,309-99.0% |