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 | $9,902 | $110,261-91.0% | $95,745-89.7% | $139,434-92.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.95% | 27.11%-17.2pp | 28.35%-18.4pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,243 | $3,257+30.3% | $2,835+49.7% | $4,751-10.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $237 | $6,613-96.4% | $5,678-95.8% | $11,403-97.9% |