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 | $19,800 | $90,348-78.1% | $75,972-73.9% | $145,922-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.76% | 620.88%-607.1pp | 359.55%-345.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $6,959 | $3,311+110.2% | $2,685+159.2% | $4,660+49.3% |
| Participant deferral / active EE | $5,078 | $5,162-1.6% | $4,255+19.3% | $6,688-24.1% |
| Admin fee / account holder | $119 | $8,467-98.6% | $6,467-98.2% | $13,397-99.1% |