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 6-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 | $14,646 | $107,015-86.3% | $73,545-80.1% | $147,584-90.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.48% | 38.25%-20.8pp | -15.16%+32.6pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,616 | $1,760+48.6% | $1,219+114.6% | $4,876-46.4% |
| Participant deferral / active EE | $4,900 | $2,462+99.1% | $1,806+171.3% | $5,439-9.9% |
| Admin fee / account holder | $177 | $3,055-94.2% | $2,320-92.4% | $10,885-98.4% |