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 | $14,793 | $99,918-85.2% | $81,382-81.8% | $145,922-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 34.32%-20.6pp | 24.73%-11.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,025 | $2,978-32.0% | $2,463-17.8% | $4,660-56.5% |
| Participant deferral / active EE | $1,626 | $4,605-64.7% | $3,883-58.1% | $6,688-75.7% |
| Admin fee / account holder | $14 | $8,212-99.8% | $5,768-99.8% | $13,397-99.9% |