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 4-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 | $23,005 | $100,773-77.2% | $88,946-74.1% | $142,382-83.8% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 22.91% | 70.18%-47.3pp | 57.82%-34.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,798 | $5,230-8.3% | $4,581+4.7% | $6,507-26.3% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |