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 | $26,070 | $111,814-76.7% | $103,374-74.8% | $145,959-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.78% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,668 | $4,214-36.7% | $3,869-31.1% | $4,661-42.8% |
| Participant deferral / active EE | $7,853 | $5,618+39.8% | $5,058+55.3% | $6,689+17.4% |
| Admin fee / account holder | $243 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |