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 | $13,959 | $172,111-91.9% | $150,298-90.7% | $137,256-89.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.87% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,668 | $4,636-42.4% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $4,036 | $6,166-34.5% | $5,453-26.0% | $6,407-37.0% |
| Admin fee / account holder | $32 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |