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 7-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 | $21,160 | $100,773-79.0% | $88,946-76.2% | $142,382-85.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.62% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,217 | $2,918-58.3% | $2,555-52.4% | $4,299-71.7% |
| Participant deferral / active EE | $2,001 | $5,230-61.7% | $4,581-56.3% | $6,507-69.2% |
| Admin fee / account holder | $96 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |