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 | $11,899 | $100,970-88.2% | $96,576-87.7% | $137,256-91.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.80% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,583 | $3,809-32.2% | $3,553-27.3% | $4,156-37.9% |
| Participant deferral / active EE | $3,410 | $8,286-58.9% | $7,956-57.1% | $6,407-46.8% |
| Admin fee / account holder | $16 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |