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 | $13,661 | $108,919-87.5% | $100,391-86.4% | $145,922-90.6% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 146.51% | 57.88%+88.6pp | 49.20%+97.3pp | 561.29%-414.8pp |
| Employer contribution / active EE | $475 | $4,419-89.3% | $3,942-87.9% | $4,660-89.8% |
| Participant deferral / active EE | $7,426 | $8,445-12.1% | $8,082-8.1% | $6,688+11.0% |
| Admin fee / account holder | $17 | $9,689-99.8% | $7,899-99.8% | $13,397-99.9% |