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 | $21,169 | $105,126-79.9% | $94,646-77.6% | $139,434-84.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 47.93% | 38.03%+9.9pp | 156.71%-108.8pp | 372.94%-325.0pp |
| Employer contribution / active EE | $1,422 | $4,106-65.4% | $3,672-61.3% | $4,751-70.1% |
| Participant deferral / active EE | $13,309 | $7,599+75.1% | $7,418+79.4% | $6,710+98.3% |
| Admin fee / account holder | $27 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |