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 | $14,161 | $111,754-87.3% | $103,333-86.3% | $145,922-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.66% | 24.77%-3.1pp | 24.88%-3.2pp | 561.29%-539.6pp |
| Employer contribution / active EE | $3,160 | $4,212-25.0% | $3,868-18.3% | $4,660-32.2% |
| Participant deferral / active EE | $4,101 | $5,619-27.0% | $5,057-18.9% | $6,688-38.7% |
| Admin fee / account holder | $104 | $9,750-98.9% | $8,355-98.8% | $13,397-99.2% |