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 | $14,751 | $100,773-85.4% | $88,946-83.4% | $142,382-89.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.77% | 70.18%-49.4pp | 57.82%-37.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,101 | $2,918-62.3% | $2,555-56.9% | $4,299-74.4% |
| Participant deferral / active EE | $3,490 | $5,230-33.3% | $4,581-23.8% | $6,507-46.4% |
| Admin fee / account holder | $151 | $9,693-98.4% | $8,261-98.2% | $12,624-98.8% |