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 7-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 | $16,060 | $97,750-83.6% | $103,464-84.5% | $145,959-89.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.82% | 25.43%-5.6pp | 23.91%-4.1pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,039 | $4,685-56.5% | $4,677-56.4% | $4,661-56.3% |
| Participant deferral / active EE | $2,874 | $6,603-56.5% | $6,624-56.6% | $6,689-57.0% |
| Admin fee / account holder | $248 | $12,515-98.0% | $9,410-97.4% | $13,398-98.1% |