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 | $14,733 | $100,773-85.4% | $88,946-83.4% | $142,382-89.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.57% | 70.18%-48.6pp | 57.82%-36.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,108 | $2,918+6.5% | $2,555+21.6% | $4,299-27.7% |
| Participant deferral / active EE | $5,282 | $5,230+1.0% | $4,581+15.3% | $6,507-18.8% |
| Admin fee / account holder | $23 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |