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 | $7,290 | $100,773-92.8% | $88,946-91.8% | $142,382-94.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $621 | $2,918-78.7% | $2,555-75.7% | $4,299-85.6% |
| Participant deferral / active EE | $1,122 | $5,230-78.5% | $4,581-75.5% | $6,507-82.8% |
| Admin fee / account holder | $156 | $9,693-98.4% | $8,261-98.1% | $12,624-98.8% |