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 | $13,019 | $111,754-88.4% | $103,333-87.4% | $145,922-91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.32% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,562 | $4,212-62.9% | $3,868-59.6% | $4,660-66.5% |
| Participant deferral / active EE | $4,453 | $5,619-20.8% | $5,057-12.0% | $6,688-33.4% |
| Admin fee / account holder | $111 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |