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 | $87,166-80.5% | $76,735-77.9% | $137,256-87.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.08% | 26.50%-8.4pp | 29.77%-11.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $797 | $2,904-72.6% | $2,454-67.5% | $4,156-80.8% |
| Participant deferral / active EE | $3,985 | $4,726-15.7% | $4,088-2.5% | $6,407-37.8% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |