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 3-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 | $13,472 | $72,071-81.3% | $68,368-80.3% | $137,256-90.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 14.32% | 353.14%-338.8pp | 292.57%-278.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,289 | $2,788-53.8% | $2,649-51.3% | $4,156-69.0% |
| Participant deferral / active EE | $3,948 | $4,410-10.5% | $4,123-4.2% | $6,407-38.4% |
| Admin fee / account holder | $52 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |