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 | $18,641 | $96,305-80.6% | $80,569-76.9% | $139,434-86.6% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 18.02% | 1350.08%-1332.1pp | 935.43%-917.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,267 | $3,262-61.2% | $2,723-53.5% | $4,751-73.3% |
| Participant deferral / active EE | $4,626 | $5,232-11.6% | $4,447+4.0% | $6,710-31.1% |
| Admin fee / account holder | $115 | $6,599-98.3% | $5,377-97.9% | $11,403-99.0% |