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 | $11,129 | $85,022-86.9% | $70,515-84.2% | $139,434-92.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.61% | 30.38%-7.8pp | 32.77%-10.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,414 | $3,909+64.1% | $2,973+115.7% | $4,751+35.0% |
| Participant deferral / active EE | $3,365 | $5,890-42.9% | $4,567-26.3% | $6,710-49.9% |
| Admin fee / account holder | $58 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |