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 | $24,120 | $100,773-76.1% | $88,946-72.9% | $142,382-83.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.40% | 70.18%-47.8pp | 57.82%-35.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,910 | $2,918-34.6% | $2,555-25.3% | $4,299-55.6% |
| Participant deferral / active EE | $4,728 | $5,230-9.6% | $4,581+3.2% | $6,507-27.3% |
| Admin fee / account holder | $152 | $9,693-98.4% | $8,261-98.2% | $12,624-98.8% |