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 | $25,258 | $74,888-66.3% | $71,209-64.5% | $142,382-82.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.23% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,395 | $2,854-16.1% | $2,721-12.0% | $4,299-44.3% |
| Participant deferral / active EE | $2,562 | $4,454-42.5% | $4,175-38.6% | $6,507-60.6% |
| Admin fee / account holder | $114 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |