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 | $18,164 | $100,773-82.0% | $88,946-79.6% | $142,382-87.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.28% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,600 | $2,918-45.2% | $2,555-37.4% | $4,299-62.8% |
| Participant deferral / active EE | $2,849 | $5,230-45.5% | $4,581-37.8% | $6,507-56.2% |
| Admin fee / account holder | $141 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |