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 | $27,493 | $100,773-72.7% | $88,946-69.1% | $142,382-80.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.73% | 70.18%-52.5pp | 57.82%-40.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,890 | $2,918-35.2% | $2,555-26.0% | $4,299-56.0% |
| Participant deferral / active EE | $7,166 | $5,230+37.0% | $4,581+56.4% | $6,507+10.1% |
| Admin fee / account holder | $211 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |