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 | $19,527 | $110,261-82.3% | $95,745-79.6% | $139,434-86.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 27.11%-15.4pp | 28.35%-16.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $6,683 | $3,257+105.2% | $2,835+135.8% | $4,751+40.7% |
| Participant deferral / active EE | $4,891 | $4,676+4.6% | $4,245+15.2% | $6,710-27.1% |
| Admin fee / account holder | $54 | $6,613-99.2% | $5,678-99.1% | $11,403-99.5% |