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 | $13,491 | $96,635-86.0% | $86,612-84.4% | $139,434-90.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.08% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,405 | $3,263-26.3% | $3,022-20.4% | $4,751-49.4% |
| Participant deferral / active EE | $2,980 | $4,836-38.4% | $4,438-32.8% | $6,710-55.6% |
| Admin fee / account holder | $114 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |