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 6-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 | $27,675 | $114,381-75.8% | $107,525-74.3% | $142,382-80.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.81% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,718 | $4,015-57.2% | $3,754-54.2% | $4,299-60.0% |
| Participant deferral / active EE | $2,831 | $5,564-49.1% | $5,116-44.7% | $6,507-56.5% |
| Admin fee / account holder | $190 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |