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 7-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 | $16,646 | $97,744-83.0% | $103,476-83.9% | $145,922-88.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.65% | 25.41%-11.8pp | 23.90%-10.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,054 | $4,677-56.1% | $4,672-56.0% | $4,660-55.9% |
| Participant deferral / active EE | $2,181 | $6,603-67.0% | $6,623-67.1% | $6,688-67.4% |
| Admin fee / account holder | $35 | $12,515-99.7% | $9,413-99.6% | $13,397-99.7% |