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 | $9,183 | $100,773-90.9% | $88,946-89.7% | $142,382-93.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 29.53% | 70.18%-40.7pp | 57.82%-28.3pp | 217.08%-187.6pp |
| Employer contribution / active EE | $2,548 | $2,918-12.7% | $2,555-0.3% | $4,299-40.7% |
| Participant deferral / active EE | $4,946 | $5,230-5.4% | $4,581+8.0% | $6,507-24.0% |
| Admin fee / account holder | $83 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |