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 | $11,860 | $114,381-89.6% | $107,525-89.0% | $142,382-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.32% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,110 | $4,015-47.5% | $3,754-43.8% | $4,299-50.9% |
| Participant deferral / active EE | $3,742 | $5,564-32.7% | $5,116-26.8% | $6,507-42.5% |
| Admin fee / account holder | $214 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |