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 | $27,674 | $112,881-75.5% | $90,951-69.6% | $158,922-82.6% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 26.15% | 215.79%-189.6pp | 134.60%-108.4pp | 302.83%-276.7pp |
| Employer contribution / active EE | $10,466 | $2,893+261.8% | $2,122+393.2% | $4,761+119.8% |
| Participant deferral / active EE | $2,250 | $4,128-45.5% | $3,373-33.3% | $5,982-62.4% |
| Admin fee / account holder | $15 | $8,041-99.8% | $5,959-99.7% | $11,246-99.9% |