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 | $7,622 | $110,261-93.1% | $95,745-92.0% | $139,434-94.5% |
| Participation rate | 94.1% | 75.8%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 36.07% | 27.11%+9.0pp | 28.35%+7.7pp | 372.94%-336.9pp |
| Employer contribution / active EE | $2,722 | $3,257-16.4% | $2,835-4.0% | $4,751-42.7% |
| Participant deferral / active EE | $2,769 | $4,676-40.8% | $4,245-34.8% | $6,710-58.7% |
| Admin fee / account holder | $79 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |