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 8-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 | $15,328 | $102,616-85.1% | $81,983-81.3% | $158,922-90.4% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 23.19% | 61.04%-37.8pp | 41.31%-18.1pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,122 | $3,240-34.5% | $2,498-15.1% | $4,761-55.4% |
| Participant deferral / active EE | $3,505 | $4,648-24.6% | $3,722-5.8% | $5,982-41.4% |
| Admin fee / account holder | $29 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |