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 | $11,284 | $102,604-89.0% | $86,188-86.9% | $139,434-91.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 17.86% | 1922.51%-1904.7pp | 1168.45%-1150.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,458 | $3,032-51.9% | $2,380-38.7% | $4,751-69.3% |
| Participant deferral / active EE | $3,213 | $4,676-31.3% | $3,985-19.4% | $6,710-52.1% |
| Admin fee / account holder | $75 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |