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 | $21,390 | $100,773-78.8% | $88,946-76.0% | $142,382-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.52% | 70.18%-49.7pp | 57.82%-37.3pp | 217.08%-196.6pp |
| Employer contribution / active EE | $936 | $2,918-67.9% | $2,555-63.4% | $4,299-78.2% |
| Participant deferral / active EE | $5,845 | $5,230+11.8% | $4,581+27.6% | $6,507-10.2% |
| Admin fee / account holder | $49 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |