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 8-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 | $26,688 | $102,317-73.9% | $146,958-81.8% | $80,856-67.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 12.32% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,598 | $3,713-57.0% | $4,933-67.6% | $2,755-42.0% |
| Participant deferral / active EE | $4,646 | $6,644-30.1% | $8,070-42.4% | $4,296+8.2% |
| Admin fee / account holder | $244 | $7,941-96.9% | $12,998-98.1% | $6,918-96.5% |