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 9-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 | $15,421 | $100,773-84.7% | $88,946-82.7% | $142,382-89.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.16% | 70.18%-48.0pp | 57.82%-35.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,236 | $2,918-23.4% | $2,555-12.5% | $4,299-48.0% |
| Participant deferral / active EE | $7,098 | $5,230+35.7% | $4,581+54.9% | $6,507+9.1% |
| Admin fee / account holder | $162 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |