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 | $17,592 | $27,915-37.0% | $58,482-69.9% | $75,163-76.6% |
| Participation rate | 82.1% | 38.8%+43.3pp | 50.9%+31.3pp | 67.2%+15.0pp |
| Annual return | 19.93% | 44.20%-24.3pp | 4239.32%-4219.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,354 | $669+102.3% | $1,053+28.5% | $2,670-49.3% |
| Participant deferral / active EE | $3,178 | $1,201+164.6% | $1,924+65.2% | $4,125-23.0% |
| Admin fee / account holder | $239 | $1,726-86.1% | $2,516-90.5% | $5,651-95.8% |