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 | $17,753 | $159,901-88.9% | $146,958-87.9% | $145,922-87.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 14.78% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,895 | $5,286-64.1% | $4,933-61.6% | $4,660-59.3% |
| Participant deferral / active EE | $3,221 | $8,428-61.8% | $8,070-60.1% | $6,688-51.8% |
| Admin fee / account holder | $91 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |