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 | $15,359 | $100,773-84.8% | $88,946-82.7% | $142,382-89.2% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 27.05% | 70.18%-43.1pp | 57.82%-30.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,907 | $2,918-34.6% | $2,555-25.4% | $4,299-55.6% |
| Participant deferral / active EE | $5,154 | $5,230-1.5% | $4,581+12.5% | $6,507-20.8% |
| Admin fee / account holder | $144 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |