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 | $16,983 | $95,266-82.2% | $82,389-79.4% | $142,382-88.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.08% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $797 | $2,991-73.4% | $2,517-68.3% | $4,299-81.5% |
| Participant deferral / active EE | $3,985 | $4,809-17.1% | $4,155-4.1% | $6,507-38.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |