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 4-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 | $7,016 | $29,319-76.1% | $52,425-86.6% | $82,448-91.5% |
| Participation rate | 93.3% | 46.9%+46.5pp | 55.6%+37.7pp | 68.1%+25.3pp |
| Annual return | 21.76% | 535.20%-513.4pp | 302.12%-280.4pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,741 | $586+196.9% | $914+90.5% | $2,551-31.7% |
| Participant deferral / active EE | $2,080 | $1,171+77.6% | $1,790+16.2% | $4,139-49.7% |
| Admin fee / account holder | $281 | $1,962-85.7% | $2,495-88.7% | $7,234-96.1% |