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 | $11,767 | $100,773-88.3% | $88,946-86.8% | $142,382-91.7% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 20.83% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,197 | $2,918-59.0% | $2,555-53.2% | $4,299-72.2% |
| Participant deferral / active EE | $1,935 | $5,230-63.0% | $4,581-57.8% | $6,507-70.3% |
| Admin fee / account holder | $299 | $9,693-96.9% | $8,261-96.4% | $12,624-97.6% |