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 4-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 | $11,893 | $77,899-84.7% | $149,673-92.1% | $75,163-84.2% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 104.99% | 31.72%+73.3pp | 134.42%-29.4pp | 160.62%-55.6pp |
| Employer contribution / active EE | $2,162 | $3,137-31.1% | $4,818-55.1% | $2,670-19.0% |
| Participant deferral / active EE | $5,882 | $3,411+72.5% | $5,680+3.6% | $4,125+42.6% |
| Admin fee / account holder | $127 | $5,956-97.9% | $13,210-99.0% | $5,651-97.8% |