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 | $10,905 | $100,773-89.2% | $88,946-87.7% | $142,382-92.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.49% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,835 | $2,918-37.1% | $2,555-28.2% | $4,299-57.3% |
| Participant deferral / active EE | $1,723 | $5,230-67.1% | $4,581-62.4% | $6,507-73.5% |
| Admin fee / account holder | $31 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |