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 5-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 | $16,694 | $100,773-83.4% | $88,946-81.2% | $142,382-88.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.37% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,598 | $2,918-45.2% | $2,555-37.5% | $4,299-62.8% |
| Participant deferral / active EE | $3,173 | $5,230-39.3% | $4,581-30.8% | $6,507-51.2% |
| Admin fee / account holder | $96 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |