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 5-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 | $14,886 | $87,166-82.9% | $76,735-80.6% | $137,256-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.76% | 26.50%-3.7pp | 29.77%-7.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $769 | $2,904-73.5% | $2,454-68.7% | $4,156-81.5% |
| Participant deferral / active EE | $6,217 | $4,726+31.5% | $4,088+52.1% | $6,407-3.0% |
| Admin fee / account holder | $54 | $8,403-99.4% | $7,189-99.3% | $12,270-99.6% |