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 | $100,773-92.7% | $88,946-91.7% | $142,382-94.8% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 47.33% | 70.18%-22.9pp | 57.82%-10.5pp | 217.08%-169.7pp |
| Employer contribution / active EE | $1,128 | $2,918-61.4% | $2,555-55.9% | $4,299-73.8% |
| Participant deferral / active EE | $2,023 | $5,230-61.3% | $4,581-55.8% | $6,507-68.9% |
| Admin fee / account holder | $128 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |