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 | $19,427 | $117,859-83.5% | $102,438-81.0% | $145,959-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.87% | 31.72%-19.8pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,017 | $3,615-44.2% | $3,024-33.3% | $4,661-56.7% |
| Participant deferral / active EE | $5,178 | $5,732-9.7% | $5,054+2.5% | $6,689-22.6% |
| Admin fee / account holder | $142 | $13,318-98.9% | $9,448-98.5% | $13,398-98.9% |