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 5-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 | $8,108 | $158,398-94.9% | $126,539-93.6% | $142,382-94.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.91% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,001 | $4,650-78.5% | $3,674-72.8% | $4,299-76.7% |
| Participant deferral / active EE | $2,767 | $4,767-42.0% | $4,083-32.2% | $6,507-57.5% |
| Admin fee / account holder | $83 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |