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 | $14,380 | $100,773-85.7% | $88,946-83.8% | $142,382-89.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.00% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $743 | $2,918-74.5% | $2,555-70.9% | $4,299-82.7% |
| Participant deferral / active EE | $6,320 | $5,230+20.8% | $4,581+38.0% | $6,507-2.9% |
| Admin fee / account holder | $43 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |