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 | $12,839 | $48,795-73.7% | $65,493-80.4% | $84,808-84.9% |
| Participation rate | 87.2% | 67.0%+20.3pp | 73.1%+14.1pp | 68.3%+18.9pp |
| Annual return | 27.77% | 20.20%+7.6pp | 982.45%-954.7pp | 40.90%-13.1pp |
| Employer contribution / active EE | $1,544 | $1,930-20.0% | $2,574-40.0% | $2,631-41.3% |
| Participant deferral / active EE | $2,271 | $2,928-22.5% | $3,961-42.7% | $4,212-46.1% |
| Admin fee / account holder | $222 | $3,877-94.3% | $5,028-95.6% | $7,344-97.0% |