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 6-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 | $17,522 | $106,515-83.5% | $96,683-81.9% | $139,434-87.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.05% | 38.43%-21.4pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,737 | $4,103-57.7% | $3,737-53.5% | $4,751-63.4% |
| Participant deferral / active EE | $4,887 | $5,454-10.4% | $4,878+0.2% | $6,710-27.2% |
| Admin fee / account holder | $39 | $7,877-99.5% | $6,730-99.4% | $11,403-99.7% |