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 | $6,775 | $69,207-90.2% | $64,056-89.4% | $139,434-95.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 31.28% | 45.88%-14.6pp | 33.69%-2.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,223 | $3,182-61.6% | $2,747-55.5% | $4,751-74.2% |
| Participant deferral / active EE | $1,533 | $4,682-67.2% | $3,880-60.5% | $6,710-77.2% |
| Admin fee / account holder | $34 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |