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 | $106,584-85.2% | $101,326-84.5% | $142,382-88.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.20% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $461 | $3,956-88.3% | $3,665-87.4% | $4,299-89.3% |
| Participant deferral / active EE | $4,223 | $8,297-49.1% | $7,994-47.2% | $6,507-35.1% |
| Admin fee / account holder | $49 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |