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 | $6,931 | $100,773-93.1% | $88,946-92.2% | $142,382-95.1% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 33.98% | 70.18%-36.2pp | 57.82%-23.8pp | 217.08%-183.1pp |
| Employer contribution / active EE | $1,329 | $2,918-54.5% | $2,555-48.0% | $4,299-69.1% |
| Participant deferral / active EE | $2,893 | $5,230-44.7% | $4,581-36.9% | $6,507-55.5% |
| Admin fee / account holder | $16 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |