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 | $13,069 | $127,264-89.7% | $109,895-88.1% | $167,490-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.33% | 22.97%-2.6pp | 29.45%-9.1pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,458 | $3,322-56.1% | $2,842-48.7% | $4,837-69.9% |
| Participant deferral / active EE | $4,424 | $4,514-2.0% | $4,048+9.3% | $6,341-30.2% |
| Admin fee / account holder | $49 | $7,114-99.3% | $6,066-99.2% | $12,309-99.6% |