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 7-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 | $17,536 | $100,773-82.6% | $88,946-80.3% | $142,382-87.7% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.8%+25.9pp | 80.1%+14.6pp |
| Annual return | 41.64% | 70.18%-28.5pp | 57.82%-16.2pp | 217.08%-175.4pp |
| Employer contribution / active EE | $1,408 | $2,918-51.7% | $2,555-44.9% | $4,299-67.2% |
| Participant deferral / active EE | $2,120 | $5,230-59.5% | $4,581-53.7% | $6,507-67.4% |
| Admin fee / account holder | $70 | $9,693-99.3% | $8,261-99.2% | $12,624-99.4% |