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 9-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 | $18,597 | $48,570-61.7% | $130,648-85.8% | $72,985-74.5% |
| Participation rate | 80.8% | 58.6%+22.2pp | 71.7%+9.0pp | 69.5%+11.3pp |
| Annual return | 27.77% | 38.63%-10.9pp | 1708.96%-1681.2pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,666 | $1,334+24.9% | $4,092-59.3% | $2,440-31.7% |
| Participant deferral / active EE | $2,335 | $2,384-2.1% | $3,603-35.2% | $3,607-35.3% |
| Admin fee / account holder | $132 | $3,549-96.3% | $5,464-97.6% | $5,124-97.4% |