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 | $17,874 | $100,773-82.3% | $88,946-79.9% | $142,382-87.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.29% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,935 | $2,918-33.7% | $2,555-24.3% | $4,299-55.0% |
| Participant deferral / active EE | $3,771 | $5,230-27.9% | $4,581-17.7% | $6,507-42.0% |
| Admin fee / account holder | $274 | $9,693-97.2% | $8,261-96.7% | $12,624-97.8% |