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 | $27,033 | $117,841-77.1% | $102,423-73.6% | $145,922-81.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 31.65%-15.1pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,975 | $3,615-17.7% | $3,023-1.6% | $4,660-36.2% |
| Participant deferral / active EE | $4,960 | $5,731-13.5% | $5,053-1.8% | $6,688-25.8% |
| Admin fee / account holder | $17 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |