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 | $7,384 | $97,125-92.4% | $86,233-91.4% | $137,256-94.6% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 47.33% | 74.19%-26.9pp | 61.39%-14.1pp | 220.34%-173.0pp |
| Employer contribution / active EE | $1,128 | $2,841-60.3% | $2,504-55.0% | $4,156-72.9% |
| Participant deferral / active EE | $2,023 | $5,180-60.9% | $4,559-55.6% | $6,407-68.4% |
| Admin fee / account holder | $128 | $9,725-98.7% | $8,342-98.5% | $12,270-99.0% |