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 | $12,986 | $111,754-88.4% | $103,333-87.4% | $145,922-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.34% | 24.77%+1.6pp | 24.88%+1.5pp | 561.29%-534.9pp |
| Employer contribution / active EE | $1,569 | $4,212-62.8% | $3,868-59.4% | $4,660-66.3% |
| Participant deferral / active EE | $3,834 | $5,619-31.8% | $5,057-24.2% | $6,688-42.7% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |