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 | $22,450 | $106,515-78.9% | $96,683-76.8% | $139,434-83.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.11% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,937 | $4,103-52.8% | $3,737-48.2% | $4,751-59.2% |
| Participant deferral / active EE | $7,710 | $5,454+41.4% | $4,878+58.0% | $6,710+14.9% |
| Admin fee / account holder | $237 | $7,877-97.0% | $6,730-96.5% | $11,403-97.9% |