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 7-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 | $25,644 | $102,317-74.9% | $146,958-82.5% | $80,856-68.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.80% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,005 | $3,713+7.9% | $4,933-18.8% | $2,755+45.4% |
| Participant deferral / active EE | $4,923 | $6,644-25.9% | $8,070-39.0% | $4,296+14.6% |
| Admin fee / account holder | $39 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |