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 8-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 | $12,784 | $177,572-92.8% | $154,803-91.7% | $142,382-91.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.98% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,369 | $4,810-71.5% | $4,305-68.2% | $4,299-68.2% |
| Participant deferral / active EE | $2,249 | $6,272-64.1% | $5,540-59.4% | $6,507-65.4% |
| Admin fee / account holder | $29 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |