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 5-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 | $10,568 | $100,773-89.5% | $88,946-88.1% | $142,382-92.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 20.16% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,602 | $2,918-45.1% | $2,555-37.3% | $4,299-62.7% |
| Participant deferral / active EE | $2,219 | $5,230-57.6% | $4,581-51.6% | $6,507-65.9% |
| Admin fee / account holder | $36 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |