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 | $6,362 | $100,773-93.7% | $88,946-92.8% | $142,382-95.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.67% | 70.18%-50.5pp | 57.82%-38.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,029 | $2,918-64.7% | $2,555-59.7% | $4,299-76.1% |
| Participant deferral / active EE | $1,666 | $5,230-68.1% | $4,581-63.6% | $6,507-74.4% |
| Admin fee / account holder | $196 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |