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 | $6,144 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.84% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,764 | $2,854-3.2% | $2,721+1.6% | $4,299-35.7% |
| Participant deferral / active EE | $3,264 | $4,454-26.7% | $4,175-21.8% | $6,507-49.8% |
| Admin fee / account holder | $31 | $5,568-99.4% | $5,349-99.4% | $12,624-99.8% |