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 5-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 | $12,795 | $77,899-83.6% | $149,673-91.5% | $75,163-83.0% |
| Participation rate | 97.4% | 65.6%+31.9pp | 78.8%+18.7pp | 67.2%+30.2pp |
| Annual return | 29.52% | 31.72%-2.2pp | 134.42%-104.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $2,626 | $3,137-16.3% | $4,818-45.5% | $2,670-1.6% |
| Participant deferral / active EE | $2,602 | $3,411-23.7% | $5,680-54.2% | $4,125-36.9% |
| Admin fee / account holder | $152 | $5,956-97.4% | $13,210-98.8% | $5,651-97.3% |