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 | $12,856 | $158,398-91.9% | $126,539-89.8% | $142,382-91.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 20.05% | 593.76%-573.7pp | 425.95%-405.9pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,659 | $4,650-64.3% | $3,674-54.8% | $4,299-61.4% |
| Participant deferral / active EE | $1,952 | $4,767-59.0% | $4,083-52.2% | $6,507-70.0% |
| Admin fee / account holder | $253 | $6,918-96.3% | $6,065-95.8% | $12,624-98.0% |