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 | $10,302 | $99,918-89.7% | $81,382-87.3% | $145,922-92.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,508 | $2,978-49.3% | $2,463-38.8% | $4,660-67.6% |
| Participant deferral / active EE | $2,773 | $4,605-39.8% | $3,883-28.6% | $6,688-58.5% |
| Admin fee / account holder | $112 | $8,212-98.6% | $5,768-98.1% | $13,397-99.2% |