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 7-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 | $14,400 | $127,264-88.7% | $109,895-86.9% | $167,490-91.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.42% | 22.97%-12.5pp | 29.45%-19.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,207 | $3,322-63.7% | $2,842-57.5% | $4,837-75.0% |
| Participant deferral / active EE | $6,734 | $4,514+49.2% | $4,048+66.4% | $6,341+6.2% |
| Admin fee / account holder | $243 | $7,114-96.6% | $6,066-96.0% | $12,309-98.0% |