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 | $13,841 | $95,266-85.5% | $82,389-83.2% | $142,382-90.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.76% | 25.74%-12.0pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,839 | $2,991+28.3% | $2,517+52.5% | $4,299-10.7% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $129 | $8,563-98.5% | $7,231-98.2% | $12,624-99.0% |