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 | $11,361 | $106,515-89.3% | $96,683-88.2% | $139,434-91.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 26.25% | 38.43%-12.2pp | 35.69%-9.4pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,656 | $4,103-59.6% | $3,737-55.7% | $4,751-65.2% |
| Participant deferral / active EE | $3,364 | $5,454-38.3% | $4,878-31.0% | $6,710-49.9% |
| Admin fee / account holder | $11 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |