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 3-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 | $9,662 | $77,899-87.6% | $149,673-93.5% | $75,163-87.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 63.90% | 31.72%+32.2pp | 134.42%-70.5pp | 160.62%-96.7pp |
| Employer contribution / active EE | $4,919 | $3,137+56.8% | $4,818+2.1% | $2,670+84.2% |
| Participant deferral / active EE | $2,145 | $3,411-37.1% | $5,680-62.2% | $4,125-48.0% |
| Admin fee / account holder | $55 | $5,956-99.1% | $13,210-99.6% | $5,651-99.0% |