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 | $14,293 | $80,717-82.3% | $154,803-90.8% | $84,808-83.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.35% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,763 | $2,761-36.2% | $4,305-59.1% | $2,631-33.0% |
| Participant deferral / active EE | $1,787 | $3,303-45.9% | $5,540-67.8% | $4,212-57.6% |
| Admin fee / account holder | $85 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |