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 3-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 | $7,959 | $158,398-95.0% | $126,539-93.7% | $142,382-94.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 25.56% | 593.76%-568.2pp | 425.95%-400.4pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,372 | $4,650-70.5% | $3,674-62.7% | $4,299-68.1% |
| Participant deferral / active EE | $1,862 | $4,767-60.9% | $4,083-54.4% | $6,507-71.4% |
| Admin fee / account holder | $22 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |