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 | $26,698 | $154,117-82.7% | $129,995-79.5% | $139,434-80.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.05% | 32.48%-3.4pp | -137.18%+166.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $7,078 | $5,289+33.8% | $4,320+63.8% | $4,751+49.0% |
| Participant deferral / active EE | $11,316 | $6,710+68.6% | $5,820+94.4% | $6,710+68.6% |
| Admin fee / account holder | $192 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |