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 | $13,862 | $109,982-87.4% | $97,226-85.7% | $145,922-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.14% | 242.90%-224.8pp | 75.13%-57.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,469 | $3,084-19.9% | $2,729-9.5% | $4,660-47.0% |
| Participant deferral / active EE | $6,087 | $4,676+30.2% | $4,264+42.8% | $6,688-9.0% |
| Admin fee / account holder | $58 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |