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 3-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 | $6,880 | $72,071-90.5% | $68,368-89.9% | $137,256-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.75% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,228 | $2,788-55.9% | $2,649-53.6% | $4,156-70.4% |
| Participant deferral / active EE | $1,930 | $4,410-56.2% | $4,123-53.2% | $6,407-69.9% |
| Admin fee / account holder | $153 | $5,336-97.1% | $5,150-97.0% | $12,270-98.8% |