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 | $15,280 | $169,032-91.0% | $129,207-88.2% | $145,922-89.5% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 15.58% | 14330.11%-14314.5pp | 9417.33%-9401.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,754 | $5,537-68.3% | $4,153-57.8% | $4,660-62.4% |
| Participant deferral / active EE | $3,107 | $4,987-37.7% | $4,168-25.4% | $6,688-53.5% |
| Admin fee / account holder | $126 | $9,954-98.7% | $7,715-98.4% | $13,397-99.1% |