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 | $25,679 | $99,877-74.3% | $84,966-69.8% | $145,922-82.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.48% | 83.76%-64.3pp | 66.38%-46.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $6,227 | $3,231+92.7% | $2,727+128.3% | $4,660+33.6% |
| Participant deferral / active EE | $8,467 | $5,291+60.0% | $4,519+87.4% | $6,688+26.6% |
| Admin fee / account holder | $27 | $7,248-99.6% | $6,149-99.6% | $13,397-99.8% |