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 | $14,159 | $104,974-86.5% | $95,585-85.2% | $142,382-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.46% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,370 | $2,779+21.3% | $2,527+33.4% | $4,299-21.6% |
| Participant deferral / active EE | $3,726 | $4,352-14.4% | $4,023-7.4% | $6,507-42.7% |
| Admin fee / account holder | $75 | $6,386-98.8% | $6,127-98.8% | $12,624-99.4% |