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 | $29,564 | $166,020-82.2% | $164,866-82.1% | $145,959-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.83% | 100.08%-85.3pp | 69.97%-55.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $3,949 | $5,275-25.1% | $4,343-9.1% | $4,661-15.3% |
| Participant deferral / active EE | $8,143 | $6,961+17.0% | $6,033+35.0% | $6,689+21.7% |
| Admin fee / account holder | $38 | $16,644-99.8% | $12,689-99.7% | $13,398-99.7% |