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 7-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 | $16,143 | $72,071-77.6% | $68,368-76.4% | $137,256-88.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 20.53% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,277 | $2,788-54.2% | $2,649-51.8% | $4,156-69.3% |
| Participant deferral / active EE | $3,676 | $4,410-16.6% | $4,123-10.8% | $6,407-42.6% |
| Admin fee / account holder | $202 | $5,336-96.2% | $5,150-96.1% | $12,270-98.4% |