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 | $18,588 | $100,773-81.6% | $88,946-79.1% | $142,382-86.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.06% | 70.18%-51.1pp | 57.82%-38.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,785 | $2,918+29.7% | $2,555+48.1% | $4,299-12.0% |
| Participant deferral / active EE | $4,245 | $5,230-18.8% | $4,581-7.4% | $6,507-34.8% |
| Admin fee / account holder | $72 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |