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 | $118,450-85.1% | $98,439-82.1% | $139,434-87.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.33% | 18.94%+2.4pp | 21.16%+0.2pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,865 | $3,609+7.1% | $3,048+26.8% | $4,751-18.6% |
| Participant deferral / active EE | $14,522 | $5,392+169.3% | $4,738+206.5% | $6,710+116.4% |
| Admin fee / account holder | $62 | $14,026-99.6% | $8,948-99.3% | $11,403-99.5% |