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 | $11,882 | $117,690-89.9% | $71,735-83.4% | $134,475-91.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 25.44%-25.4pp | 9.14%-9.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,373 | $2,525-6.0% | $1,704+39.2% | $4,740-49.9% |
| Participant deferral / active EE | $12,979 | $3,759+245.3% | $2,658+388.3% | $6,400+102.8% |
| Admin fee / account holder | $160 | $6,379-97.5% | $3,974-96.0% | $11,426-98.6% |