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 5-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 | $7,103 | $99,918-92.9% | $81,382-91.3% | $145,922-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.84% | 34.32%-17.5pp | 24.73%-7.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,082 | $2,978-63.7% | $2,463-56.1% | $4,660-76.8% |
| Participant deferral / active EE | $1,848 | $4,605-59.9% | $3,883-52.4% | $6,688-72.4% |
| Admin fee / account holder | $22 | $8,212-99.7% | $5,768-99.6% | $13,397-99.8% |