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 10-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 | $22,840 | $99,079-76.9% | $77,999-70.7% | $273,961-91.7% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 3.84% | 217.93%-214.1pp | 425.96%-422.1pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,059 | $3,308-68.0% | $2,470-57.1% | $4,869-78.2% |
| Participant deferral / active EE | $2,209 | $4,306-48.7% | $3,497-36.8% | $5,287-58.2% |
| Admin fee / account holder | $13 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |