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 | $11,764 | $99,877-88.2% | $84,966-86.2% | $145,922-91.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 83.76%-70.2pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,034 | $3,231-6.1% | $2,727+11.2% | $4,660-34.9% |
| Participant deferral / active EE | $3,034 | $5,291-42.7% | $4,519-32.9% | $6,688-54.6% |
| Admin fee / account holder | $225 | $7,248-96.9% | $6,149-96.3% | $13,397-98.3% |