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 7-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 | $11,158 | $100,852-88.9% | $90,404-87.7% | $158,922-93.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 7.75% | 1724.20%-1716.5pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,099 | $3,689-70.2% | $3,262-66.3% | $4,761-76.9% |
| Participant deferral / active EE | $1,904 | $4,348-56.2% | $3,963-52.0% | $5,982-68.2% |
| Admin fee / account holder | $10 | $6,501-99.9% | $5,611-99.8% | $11,246-99.9% |