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 9-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 | $15,073 | $65,685-77.1% | $57,179-73.6% | $273,961-94.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 14.78% | 21.99%-7.2pp | 14.59%+0.2pp | 41.45%-26.7pp |
| Employer contribution / active EE | $2,809 | $3,279-14.3% | $2,682+4.7% | $4,869-42.3% |
| Participant deferral / active EE | $8,900 | $3,782+135.3% | $3,096+187.4% | $5,287+68.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |