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 | $10,515 | $110,502-90.5% | $80,716-87.0% | $167,490-93.7% |
| Participation rate | 94.7% | 64.0%+30.8pp | 54.2%+40.6pp | 82.1%+12.6pp |
| Annual return | 33.72% | 120.54%-86.8pp | 87.28%-53.6pp | 478.56%-444.8pp |
| Employer contribution / active EE | $1,013 | $1,543-34.3% | $1,160-12.7% | $4,837-79.1% |
| Participant deferral / active EE | $2,842 | $2,871-1.0% | $2,146+32.4% | $6,341-55.2% |
| Admin fee / account holder | $199 | $4,545-95.6% | $3,380-94.1% | $12,309-98.4% |