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 | $16,270 | $124,281-86.9% | $109,143-85.1% | $167,490-90.3% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 12.33% | 26.04%-13.7pp | 25.75%-13.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,517 | $4,207-63.9% | $3,722-59.2% | $4,837-68.6% |
| Participant deferral / active EE | $2,596 | $5,255-50.6% | $4,653-44.2% | $6,341-59.1% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |