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 | $9,164 | $100,773-90.9% | $88,946-89.7% | $142,382-93.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 34.00% | 70.18%-36.2pp | 57.82%-23.8pp | 217.08%-183.1pp |
| Employer contribution / active EE | $3,003 | $2,918+2.9% | $2,555+17.5% | $4,299-30.2% |
| Participant deferral / active EE | $11,895 | $5,230+127.4% | $4,581+159.6% | $6,507+82.8% |
| Admin fee / account holder | $121 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |