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 | $13,891 | $107,452-87.1% | $91,541-84.8% | $142,382-90.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.55% | 22.06%-0.5pp | 20.50%+1.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,894 | $2,994-36.7% | $2,505-24.4% | $4,299-55.9% |
| Participant deferral / active EE | $3,082 | $4,754-35.2% | $4,008-23.1% | $6,507-52.6% |
| Admin fee / account holder | $142 | $8,834-98.4% | $6,956-98.0% | $12,624-98.9% |