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 | $6,070 | $101,618-94.0% | $93,063-93.5% | $137,256-95.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.98% | 223.95%-199.0pp | 34.15%-9.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $1,196 | $2,707-55.8% | $2,476-51.7% | $4,156-71.2% |
| Participant deferral / active EE | $1,447 | $4,279-66.2% | $3,958-63.4% | $6,407-77.4% |
| Admin fee / account holder | $19 | $6,198-99.7% | $6,033-99.7% | $12,270-99.8% |