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 | $13,751 | $99,918-86.2% | $81,382-83.1% | $145,922-90.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 34.32%-24.9pp | 24.73%-15.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,348 | $2,978-21.2% | $2,463-4.7% | $4,660-49.6% |
| Participant deferral / active EE | $2,904 | $4,605-36.9% | $3,883-25.2% | $6,688-56.6% |
| Admin fee / account holder | $146 | $8,212-98.2% | $5,768-97.5% | $13,397-98.9% |