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 | $13,869 | $100,773-86.2% | $88,946-84.4% | $142,382-90.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.13% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,152 | $2,918-26.2% | $2,555-15.8% | $4,299-49.9% |
| Participant deferral / active EE | $3,415 | $5,230-34.7% | $4,581-25.5% | $6,507-47.5% |
| Admin fee / account holder | $59 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |