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 6-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 | $13,511 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.72% | 38.43%-15.7pp | 35.69%-13.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,978 | $4,103-51.8% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $3,848 | $5,454-29.5% | $4,878-21.1% | $6,710-42.7% |
| Admin fee / account holder | $117 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |