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 | $8,952 | $99,877-91.0% | $84,966-89.5% | $145,922-93.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.12% | 83.76%-66.6pp | 66.38%-49.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,286 | $3,231-60.2% | $2,727-52.9% | $4,660-72.4% |
| Participant deferral / active EE | $2,335 | $5,291-55.9% | $4,519-48.3% | $6,688-65.1% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |