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 | $13,714 | $95,266-85.6% | $82,389-83.4% | $142,382-90.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 16.04% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,399 | $2,991-53.2% | $2,517-44.4% | $4,299-67.5% |
| Participant deferral / active EE | $2,631 | $4,809-45.3% | $4,155-36.7% | $6,507-59.6% |
| Admin fee / account holder | $141 | $8,563-98.4% | $7,231-98.0% | $12,624-98.9% |