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 | $13,772 | $90,348-84.8% | $75,972-81.9% | $145,922-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.02% | 620.88%-602.9pp | 359.55%-341.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,406 | $3,311-27.3% | $2,685-10.4% | $4,660-48.4% |
| Participant deferral / active EE | $3,119 | $5,162-39.6% | $4,255-26.7% | $6,688-53.4% |
| Admin fee / account holder | $22 | $8,467-99.7% | $6,467-99.7% | $13,397-99.8% |