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 | $9,319 | $101,618-90.8% | $93,063-90.0% | $137,256-93.2% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 26.43% | 223.95%-197.5pp | 34.15%-7.7pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,553 | $2,707-42.6% | $2,476-37.3% | $4,156-62.6% |
| Participant deferral / active EE | $1,913 | $4,279-55.3% | $3,958-51.7% | $6,407-70.1% |
| Admin fee / account holder | $7 | $6,198-99.9% | $6,033-99.9% | $12,270-99.9% |