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 | $8,165 | $95,266-91.4% | $82,389-90.1% | $142,382-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.32% | 25.74%-2.4pp | 28.67%-5.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $901 | $2,991-69.9% | $2,517-64.2% | $4,299-79.0% |
| Participant deferral / active EE | $1,907 | $4,809-60.3% | $4,155-54.1% | $6,507-70.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |