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 | $19,155 | $117,983-83.8% | $101,794-81.2% | $142,382-86.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 20.14% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,447 | $2,773-11.7% | $2,289+6.9% | $4,299-43.1% |
| Participant deferral / active EE | $3,463 | $4,714-26.5% | $4,084-15.2% | $6,507-46.8% |
| Admin fee / account holder | $49 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |