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 3-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 | $10,089 | $100,773-90.0% | $88,946-88.7% | $142,382-92.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 20.59% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,352 | $2,918-53.7% | $2,555-47.1% | $4,299-68.6% |
| Participant deferral / active EE | $1,827 | $5,230-65.1% | $4,581-60.1% | $6,507-71.9% |
| Admin fee / account holder | $51 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |