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 | $11,356 | $106,515-89.3% | $96,683-88.3% | $139,434-91.9% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $6,979 | $4,103+70.1% | $3,737+86.8% | $4,751+46.9% |
| Participant deferral / active EE | $3,870 | $5,454-29.0% | $4,878-20.7% | $6,710-42.3% |
| Admin fee / account holder | $94 | $7,877-98.8% | $6,730-98.6% | $11,403-99.2% |