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 | $12,620 | $111,814-88.7% | $103,374-87.8% | $145,959-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 24.77%-10.4pp | 24.89%-10.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,595 | $4,214-62.2% | $3,869-58.8% | $4,661-65.8% |
| Participant deferral / active EE | $6,015 | $5,618+7.1% | $5,058+18.9% | $6,689-10.1% |
| Admin fee / account holder | $72 | $9,754-99.3% | $8,394-99.1% | $13,398-99.5% |