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 | $10,885 | $107,452-89.9% | $91,541-88.1% | $142,382-92.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 19.21% | 22.06%-2.8pp | 20.50%-1.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,287 | $2,994-57.0% | $2,505-48.6% | $4,299-70.1% |
| Participant deferral / active EE | $1,575 | $4,754-66.9% | $4,008-60.7% | $6,507-75.8% |
| Admin fee / account holder | $77 | $8,834-99.1% | $6,956-98.9% | $12,624-99.4% |