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 | $38,139 | $100,773-62.2% | $88,946-57.1% | $142,382-73.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.59% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,011 | $2,918+37.5% | $2,555+57.0% | $4,299-6.7% |
| Participant deferral / active EE | $7,990 | $5,230+52.8% | $4,581+74.4% | $6,507+22.8% |
| Admin fee / account holder | $55 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |