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 | $13,125 | $76,738-82.9% | $56,411-76.7% | $145,922-91.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 11.24% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,558 | $1,380+85.4% | $1,039+146.3% | $4,660-45.1% |
| Participant deferral / active EE | $2,442 | $2,623-6.9% | $1,952+25.1% | $6,688-63.5% |
| Admin fee / account holder | $165 | $3,334-95.1% | $2,829-94.2% | $13,397-98.8% |