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 | $12,122 | $158,398-92.3% | $126,539-90.4% | $142,382-91.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.99% | 593.76%-572.8pp | 425.95%-405.0pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,244 | $4,650-51.7% | $3,674-38.9% | $4,299-47.8% |
| Participant deferral / active EE | $8,252 | $4,767+73.1% | $4,083+102.1% | $6,507+26.8% |
| Admin fee / account holder | $48 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |