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 4-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 | $7,456 | $100,773-92.6% | $88,946-91.6% | $142,382-94.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.61% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,118 | $2,918-61.7% | $2,555-56.2% | $4,299-74.0% |
| Participant deferral / active EE | $1,118 | $5,230-78.6% | $4,581-75.6% | $6,507-82.8% |
| Admin fee / account holder | $48 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |