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 4-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 | $14,255 | $111,754-87.2% | $103,333-86.2% | $145,922-90.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.22% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,009 | $4,212-28.6% | $3,868-22.2% | $4,660-35.4% |
| Participant deferral / active EE | $4,978 | $5,619-11.4% | $5,057-1.6% | $6,688-25.6% |
| Admin fee / account holder | $15 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |