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 | $6,866 | $74,888-90.8% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.77% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,847 | $2,854-0.3% | $2,721+4.6% | $4,299-33.8% |
| Participant deferral / active EE | $3,464 | $4,454-22.2% | $4,175-17.0% | $6,507-46.8% |
| Admin fee / account holder | $37 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |