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 | $12,777 | $156,846-91.9% | $121,098-89.4% | $139,434-90.8% |
| Participation rate | 91.7% | 76.4%+15.3pp | 69.5%+22.2pp | 80.3%+11.3pp |
| Annual return | 22.69% | 1474.56%-1451.9pp | 985.75%-963.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,069 | $5,536-80.7% | $4,164-74.3% | $4,751-77.5% |
| Participant deferral / active EE | $2,122 | $4,844-56.2% | $4,080-48.0% | $6,710-68.4% |
| Admin fee / account holder | $90 | $6,946-98.7% | $5,644-98.4% | $11,403-99.2% |