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 5-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 | $10,918 | $30,400-64.1% | $53,898-79.7% | $84,808-87.1% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 23.57% | 500.19%-476.6pp | 528.60%-505.0pp | 40.90%-17.3pp |
| Employer contribution / active EE | $971 | $603+61.1% | $932+4.2% | $2,631-63.1% |
| Participant deferral / active EE | $1,894 | $1,199+58.0% | $1,826+3.7% | $4,212-55.0% |
| Admin fee / account holder | $261 | $1,993-86.9% | $2,491-89.5% | $7,344-96.4% |