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 | $74,888-92.9% | $71,209-92.5% | $142,382-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.73% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,295 | $2,854-19.6% | $2,721-15.7% | $4,299-46.6% |
| Participant deferral / active EE | $2,024 | $4,454-54.6% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $296 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |