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 | $10,464 | $104,974-90.0% | $95,585-89.1% | $142,382-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.48% | 210.33%-192.8pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,951 | $2,779-29.8% | $2,527-22.8% | $4,299-54.6% |
| Participant deferral / active EE | $2,439 | $4,352-44.0% | $4,023-39.4% | $6,507-62.5% |
| Admin fee / account holder | $38 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |