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 8-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 | $20,910 | $110,502-81.1% | $80,716-74.1% | $167,490-87.5% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 18.37% | 120.54%-102.2pp | 87.28%-68.9pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,791 | $1,543+16.1% | $1,160+54.4% | $4,837-63.0% |
| Participant deferral / active EE | $6,790 | $2,871+136.5% | $2,146+216.5% | $6,341+7.1% |
| Admin fee / account holder | $15 | $4,545-99.7% | $3,380-99.6% | $12,309-99.9% |