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 | $6,288 | $72,071-91.3% | $68,368-90.8% | $137,256-95.4% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 21.84% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,026 | $2,788-63.2% | $2,649-61.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,301 | $4,410-70.5% | $4,123-68.5% | $6,407-79.7% |
| Admin fee / account holder | $75 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |