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 6-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 | $14,036 | $104,664-86.6% | $85,682-83.6% | $167,490-91.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 22.19% | 21.45%+0.7pp | 21.49%+0.7pp | 478.56%-456.4pp |
| Employer contribution / active EE | $2,424 | $3,337-27.4% | $2,618-7.4% | $4,837-49.9% |
| Participant deferral / active EE | $9,147 | $4,824+89.6% | $3,923+133.2% | $6,341+44.2% |
| Admin fee / account holder | $118 | $10,032-98.8% | $6,873-98.3% | $12,309-99.0% |