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 | $16,518 | $127,264-87.0% | $109,895-85.0% | $167,490-90.1% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.2%+7.0pp | 82.1%-0.9pp |
| Annual return | 41.91% | 22.97%+18.9pp | 29.45%+12.5pp | 478.56%-436.7pp |
| Employer contribution / active EE | $3,834 | $3,322+15.4% | $2,842+34.9% | $4,837-20.8% |
| Participant deferral / active EE | $5,108 | $4,514+13.1% | $4,048+26.2% | $6,341-19.5% |
| Admin fee / account holder | $11 | $7,114-99.9% | $6,066-99.8% | $12,309-99.9% |