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 | $5,330 | $72,071-92.6% | $68,368-92.2% | $137,256-96.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.73% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,295 | $2,788-17.7% | $2,649-13.4% | $4,156-44.8% |
| Participant deferral / active EE | $2,024 | $4,410-54.1% | $4,123-50.9% | $6,407-68.4% |
| Admin fee / account holder | $296 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |