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 4-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 | $23,972 | $106,515-77.5% | $96,683-75.2% | $139,434-82.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 24.18% | 38.43%-14.2pp | 35.69%-11.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,000 | $4,103-51.3% | $3,737-46.5% | $4,751-57.9% |
| Participant deferral / active EE | $4,649 | $5,454-14.8% | $4,878-4.7% | $6,710-30.7% |
| Admin fee / account holder | $87 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |