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 | $13,306 | $104,974-87.3% | $95,585-86.1% | $142,382-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.71% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,357 | $2,779-15.2% | $2,527-6.7% | $4,299-45.2% |
| Participant deferral / active EE | $2,844 | $4,352-34.6% | $4,023-29.3% | $6,507-56.3% |
| Admin fee / account holder | $119 | $6,386-98.1% | $6,127-98.1% | $12,624-99.1% |