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 | $23,179 | $124,281-81.3% | $109,143-78.8% | $167,490-86.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 13.83% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,548 | $4,207-63.2% | $3,722-58.4% | $4,837-68.0% |
| Participant deferral / active EE | $3,623 | $5,255-31.1% | $4,653-22.1% | $6,341-42.9% |
| Admin fee / account holder | $27 | $7,970-99.7% | $6,752-99.6% | $12,309-99.8% |