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 7-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 | $19,185 | $126,574-84.8% | $106,213-81.9% | $145,922-86.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.62% | 224.79%-212.2pp | 116.14%-103.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,552 | $3,730-4.8% | $3,171+12.0% | $4,660-23.8% |
| Participant deferral / active EE | $4,441 | $5,724-22.4% | $5,016-11.5% | $6,688-33.6% |
| Admin fee / account holder | $48 | $17,304-99.7% | $11,033-99.6% | $13,397-99.6% |