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 4-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 | $14,380 | $97,125-85.2% | $86,233-83.3% | $137,256-89.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.00% | 74.19%-52.2pp | 61.39%-39.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $743 | $2,841-73.8% | $2,504-70.3% | $4,156-82.1% |
| Participant deferral / active EE | $6,320 | $5,180+22.0% | $4,559+38.6% | $6,407-1.4% |
| Admin fee / account holder | $43 | $9,725-99.6% | $8,342-99.5% | $12,270-99.6% |