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 10-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 | $14,388 | $107,015-86.6% | $73,545-80.4% | $147,584-90.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 24.15% | 38.25%-14.1pp | -15.16%+39.3pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,816 | $1,760+3.2% | $1,219+48.9% | $4,876-62.8% |
| Participant deferral / active EE | $3,446 | $2,462+40.0% | $1,806+90.8% | $5,439-36.6% |
| Admin fee / account holder | $281 | $3,055-90.8% | $2,320-87.9% | $10,885-97.4% |