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 6-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 | $14,723 | $114,381-87.1% | $107,525-86.3% | $142,382-89.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,186 | $4,015-70.5% | $3,754-68.4% | $4,299-72.4% |
| Participant deferral / active EE | $1,572 | $5,564-71.7% | $5,116-69.3% | $6,507-75.8% |
| Admin fee / account holder | $68 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |