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 | $11,305 | $100,773-88.8% | $88,946-87.3% | $142,382-92.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.14% | 70.18%-44.0pp | 57.82%-31.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,831 | $2,918-3.0% | $2,555+10.8% | $4,299-34.1% |
| Participant deferral / active EE | $3,285 | $5,230-37.2% | $4,581-28.3% | $6,507-49.5% |
| Admin fee / account holder | $277 | $9,693-97.1% | $8,261-96.6% | $12,624-97.8% |