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 | $97,125-88.4% | $86,233-86.9% | $137,256-91.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.14% | 74.19%-48.0pp | 61.39%-35.2pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,831 | $2,841-0.3% | $2,504+13.1% | $4,156-31.9% |
| Participant deferral / active EE | $3,285 | $5,180-36.6% | $4,559-27.9% | $6,407-48.7% |
| Admin fee / account holder | $277 | $9,725-97.1% | $8,342-96.7% | $12,270-97.7% |