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 5-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 | $12,533 | $110,261-88.6% | $95,745-86.9% | $139,434-91.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.52% | 27.11%-10.6pp | 28.35%-11.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $966 | $3,257-70.4% | $2,835-65.9% | $4,751-79.7% |
| Participant deferral / active EE | $927 | $4,676-80.2% | $4,245-78.2% | $6,710-86.2% |
| Admin fee / account holder | $192 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |