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 | $95,266-84.4% | $82,389-81.9% | $142,382-89.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.76% | 25.74%-3.0pp | 28.67%-5.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $769 | $2,991-74.3% | $2,517-69.4% | $4,299-82.1% |
| Participant deferral / active EE | $6,217 | $4,809+29.3% | $4,155+49.6% | $6,507-4.5% |
| Admin fee / account holder | $54 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |