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 3-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 | $16,073 | $117,983-86.4% | $101,794-84.2% | $142,382-88.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 22.98% | 36.92%-13.9pp | 30.53%-7.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,123 | $2,773-59.5% | $2,289-50.9% | $4,299-73.9% |
| Participant deferral / active EE | $4,882 | $4,714+3.6% | $4,084+19.5% | $6,507-25.0% |
| Admin fee / account holder | $49 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |