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 | $10,490 | $109,904-90.5% | $97,167-89.2% | $145,959-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.36% | 243.43%-230.1pp | 75.27%-61.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,171 | $3,084+2.8% | $2,729+16.2% | $4,661-32.0% |
| Participant deferral / active EE | $2,898 | $4,676-38.0% | $4,264-32.0% | $6,689-56.7% |
| Admin fee / account holder | $33 | $6,216-99.5% | $5,650-99.4% | $13,398-99.8% |