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 | $27,968 | $202,432-86.2% | $169,368-83.5% | $139,434-79.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.83% | 531.74%-516.9pp | 405.60%-390.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,414 | $4,692-5.9% | $4,013+10.0% | $4,751-7.1% |
| Participant deferral / active EE | $11,089 | $6,938+59.8% | $6,221+78.2% | $6,710+65.3% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |