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 | $14,966 | $109,327-86.3% | $89,391-83.3% | $158,922-90.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.33% | 345.68%-332.3pp | 245.62%-232.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,233 | $3,170-29.5% | $2,586-13.6% | $4,761-53.1% |
| Participant deferral / active EE | $1,880 | $4,598-59.1% | $3,890-51.7% | $5,982-68.6% |
| Admin fee / account holder | $91 | $6,153-98.5% | $4,881-98.1% | $11,246-99.2% |