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 | $15,753 | $100,970-84.4% | $96,576-83.7% | $137,256-88.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.20% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $461 | $3,809-87.9% | $3,553-87.0% | $4,156-88.9% |
| Participant deferral / active EE | $4,223 | $8,286-49.0% | $7,956-46.9% | $6,407-34.1% |
| Admin fee / account holder | $49 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |