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 | $14,158 | $156,846-91.0% | $121,098-88.3% | $139,434-89.8% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 20.49% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,652 | $5,536-70.2% | $4,164-60.3% | $4,751-65.2% |
| Participant deferral / active EE | $2,208 | $4,844-54.4% | $4,080-45.9% | $6,710-67.1% |
| Admin fee / account holder | $105 | $6,946-98.5% | $5,644-98.1% | $11,403-99.1% |