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 | $11,384 | $117,983-90.4% | $101,794-88.8% | $142,382-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.16% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,345 | $2,773-15.4% | $2,289+2.5% | $4,299-45.5% |
| Participant deferral / active EE | $3,271 | $4,714-30.6% | $4,084-19.9% | $6,507-49.7% |
| Admin fee / account holder | $256 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |