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 | $11,375 | $100,773-88.7% | $88,946-87.2% | $142,382-92.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.54% | 70.18%-47.6pp | 57.82%-35.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,192 | $2,918-59.1% | $2,555-53.3% | $4,299-72.3% |
| Participant deferral / active EE | $4,631 | $5,230-11.5% | $4,581+1.1% | $6,507-28.8% |
| Admin fee / account holder | $66 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |