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 | $9,260 | $25,014-63.0% | $69,647-86.7% | $80,856-88.5% |
| Participation rate | 81.3% | 64.2%+17.0pp | 66.5%+14.8pp | 67.6%+13.6pp |
| Annual return | 16.19% | 19.07%-2.9pp | 100.48%-84.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,384 | $993+39.4% | $1,712-19.2% | $2,755-49.7% |
| Participant deferral / active EE | $1,459 | $1,839-20.7% | $2,886-49.5% | $4,296-66.0% |
| Admin fee / account holder | $279 | $2,488-88.8% | $4,713-94.1% | $6,918-96.0% |