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 | $6,006 | $100,773-94.0% | $88,946-93.2% | $142,382-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.04% | 70.18%-45.1pp | 57.82%-32.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,512 | $2,918-13.9% | $2,555-1.7% | $4,299-41.6% |
| Participant deferral / active EE | $4,402 | $5,230-15.8% | $4,581-3.9% | $6,507-32.3% |
| Admin fee / account holder | $180 | $9,693-98.1% | $8,261-97.8% | $12,624-98.6% |