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 4-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 | $13,116 | $70,756-81.5% | $65,493-80.0% | $142,382-90.8% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 17.93% | 1754.89%-1737.0pp | 982.45%-964.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,607 | $2,881-44.2% | $2,574-37.6% | $4,299-62.6% |
| Participant deferral / active EE | $3,590 | $4,637-22.6% | $3,961-9.4% | $6,507-44.8% |
| Admin fee / account holder | $295 | $6,559-95.5% | $5,028-94.1% | $12,624-97.7% |