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 | $11,555 | $106,515-89.2% | $96,683-88.0% | $139,434-91.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.09% | 38.43%-16.3pp | 35.69%-13.6pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,421 | $4,103-65.4% | $3,737-62.0% | $4,751-70.1% |
| Participant deferral / active EE | $4,459 | $5,454-18.2% | $4,878-8.6% | $6,710-33.5% |
| Admin fee / account holder | $227 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |