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 4-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 | $7,797 | $95,561-91.8% | $77,163-89.9% | $139,434-94.4% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 22.85% | 54.92%-32.1pp | 37.87%-15.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,397 | $3,147-55.6% | $2,535-44.9% | $4,751-70.6% |
| Participant deferral / active EE | $2,176 | $4,624-52.9% | $3,833-43.2% | $6,710-67.6% |
| Admin fee / account holder | $55 | $8,295-99.3% | $5,472-99.0% | $11,403-99.5% |