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 | $16,932 | $99,877-83.0% | $84,966-80.1% | $145,922-88.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.27% | 83.76%-71.5pp | 66.38%-54.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,328 | $3,231+33.9% | $2,727+58.7% | $4,660-7.1% |
| Participant deferral / active EE | $2,988 | $5,291-43.5% | $4,519-33.9% | $6,688-55.3% |
| Admin fee / account holder | $30 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |