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 9-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 | $13,480 | $101,069-86.7% | $81,478-83.5% | $147,584-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 48.36% | 32.40%+16.0pp | 38.78%+9.6pp | 578.55%-530.2pp |
| Employer contribution / active EE | $2,772 | $3,205-13.5% | $2,568+8.0% | $4,876-43.2% |
| Participant deferral / active EE | $6,576 | $4,242+55.0% | $3,537+85.9% | $5,439+20.9% |
| Admin fee / account holder | $78 | $5,812-98.7% | $4,561-98.3% | $10,885-99.3% |