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 | $106,584-88.8% | $101,326-88.3% | $142,382-91.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.80% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,583 | $3,956-34.7% | $3,665-29.5% | $4,299-39.9% |
| Participant deferral / active EE | $3,410 | $8,297-58.9% | $7,994-57.3% | $6,507-47.6% |
| Admin fee / account holder | $16 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |