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 | $14,808 | $111,754-86.7% | $103,333-85.7% | $145,922-89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.08% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,121 | $4,212-49.6% | $3,868-45.2% | $4,660-54.5% |
| Participant deferral / active EE | $4,447 | $5,619-20.9% | $5,057-12.1% | $6,688-33.5% |
| Admin fee / account holder | $67 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |