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 6-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 | $17,404 | $100,773-82.7% | $88,946-80.4% | $142,382-87.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 19.61% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $967 | $2,918-66.9% | $2,555-62.1% | $4,299-77.5% |
| Participant deferral / active EE | $3,917 | $5,230-25.1% | $4,581-14.5% | $6,507-39.8% |
| Admin fee / account holder | $61 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |