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 | $9,509 | $158,398-94.0% | $126,539-92.5% | $142,382-93.3% |
| Participation rate | 88.2% | 75.8%+12.4pp | 69.8%+18.4pp | 80.1%+8.1pp |
| Annual return | 24.02% | 593.76%-569.7pp | 425.95%-401.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,187 | $4,650-53.0% | $3,674-40.5% | $4,299-49.1% |
| Participant deferral / active EE | $4,579 | $4,767-3.9% | $4,083+12.2% | $6,507-29.6% |
| Admin fee / account holder | $258 | $6,918-96.3% | $6,065-95.7% | $12,624-98.0% |