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 7-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 | $12,514 | $112,729-88.9% | $98,716-87.3% | $137,256-90.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 16.86% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,054 | $2,725-61.3% | $2,279-53.7% | $4,156-74.6% |
| Participant deferral / active EE | $1,797 | $4,640-61.3% | $4,048-55.6% | $6,407-72.0% |
| Admin fee / account holder | $34 | $10,129-99.7% | $8,703-99.6% | $12,270-99.7% |