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 | $13,541 | $80,717-83.2% | $154,803-91.3% | $84,808-84.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.63% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,054 | $2,761-61.8% | $4,305-75.5% | $2,631-59.9% |
| Participant deferral / active EE | $1,574 | $3,303-52.4% | $5,540-71.6% | $4,212-62.6% |
| Admin fee / account holder | $180 | $6,746-97.3% | $14,329-98.7% | $7,344-97.6% |