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 | $19,172 | $111,754-82.8% | $103,333-81.4% | $145,922-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.68% | 24.77%-8.1pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,641 | $4,212-61.0% | $3,868-57.6% | $4,660-64.8% |
| Participant deferral / active EE | $3,770 | $5,619-32.9% | $5,057-25.5% | $6,688-43.6% |
| Admin fee / account holder | $115 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |