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 | $16,853 | $111,754-84.9% | $103,333-83.7% | $145,922-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,834 | $4,212-56.5% | $3,868-52.6% | $4,660-60.7% |
| Participant deferral / active EE | $6,879 | $5,619+22.4% | $5,057+36.0% | $6,688+2.9% |
| Admin fee / account holder | $79 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |