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 | $6,220 | $74,888-91.7% | $71,209-91.3% | $142,382-95.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 31.56% | 345.14%-313.6pp | 282.51%-250.9pp | 217.08%-185.5pp |
| Employer contribution / active EE | $2,619 | $2,854-8.3% | $2,721-3.8% | $4,299-39.1% |
| Participant deferral / active EE | $1,208 | $4,454-72.9% | $4,175-71.1% | $6,507-81.4% |
| Admin fee / account holder | $239 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |