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 | $22,964 | $117,983-80.5% | $101,794-77.4% | $142,382-83.9% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 22.25% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,949 | $2,773-29.7% | $2,289-14.9% | $4,299-54.7% |
| Participant deferral / active EE | $3,509 | $4,714-25.5% | $4,084-14.1% | $6,507-46.1% |
| Admin fee / account holder | $56 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |