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 3-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 | $17,432 | $81,248-78.5% | $155,509-88.8% | $80,856-78.4% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.6%+25.5pp |
| Annual return | 26.07% | 33.31%-7.2pp | 64.67%-38.6pp | 35.59%-9.5pp |
| Employer contribution / active EE | $6,344 | $3,100+104.6% | $4,672+35.8% | $2,755+130.3% |
| Participant deferral / active EE | $2,557 | $3,452-25.9% | $5,626-54.6% | $4,296-40.5% |
| Admin fee / account holder | $128 | $7,997-98.4% | $15,912-99.2% | $6,918-98.1% |