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 3-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 | $6,941 | $100,773-93.1% | $88,946-92.2% | $142,382-95.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.81% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,465 | $2,918-49.8% | $2,555-42.6% | $4,299-65.9% |
| Participant deferral / active EE | $2,299 | $5,230-56.1% | $4,581-49.8% | $6,507-64.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |