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 6-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 | $17,486 | $100,773-82.6% | $88,946-80.3% | $142,382-87.7% |
| Participation rate | 94.1% | 74.3%+19.8pp | 68.8%+25.3pp | 80.1%+14.0pp |
| Annual return | 16.78% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,012 | $2,918-31.1% | $2,555-21.3% | $4,299-53.2% |
| Participant deferral / active EE | $2,559 | $5,230-51.1% | $4,581-44.1% | $6,507-60.7% |
| Admin fee / account holder | $151 | $9,693-98.4% | $8,261-98.2% | $12,624-98.8% |