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 | $14,176 | $106,515-86.7% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 24.03% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,785 | $4,103-7.8% | $3,737+1.3% | $4,751-20.3% |
| Participant deferral / active EE | $3,785 | $5,454-30.6% | $4,878-22.4% | $6,710-43.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |