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 | $8,663 | $99,918-91.3% | $81,382-89.4% | $145,922-94.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.10% | 34.32%-19.2pp | 24.73%-9.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,333 | $2,978-55.2% | $2,463-45.9% | $4,660-71.4% |
| Participant deferral / active EE | $2,574 | $4,605-44.1% | $3,883-33.7% | $6,688-61.5% |
| Admin fee / account holder | $106 | $8,212-98.7% | $5,768-98.2% | $13,397-99.2% |