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 | $14,220 | $72,071-80.3% | $68,368-79.2% | $137,256-89.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.31% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,080 | $2,788-61.3% | $2,649-59.2% | $4,156-74.0% |
| Participant deferral / active EE | $1,620 | $4,410-63.3% | $4,123-60.7% | $6,407-74.7% |
| Admin fee / account holder | $217 | $5,336-95.9% | $5,150-95.8% | $12,270-98.2% |