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 6-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 | $16,329 | $99,877-83.7% | $84,966-80.8% | $145,922-88.8% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 9.08% | 83.76%-74.7pp | 66.38%-57.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,271 | $3,231-29.7% | $2,727-16.7% | $4,660-51.3% |
| Participant deferral / active EE | $3,688 | $5,291-30.3% | $4,519-18.4% | $6,688-44.9% |
| Admin fee / account holder | $95 | $7,248-98.7% | $6,149-98.5% | $13,397-99.3% |