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 | $15,988 | $105,126-84.8% | $94,646-83.1% | $139,434-88.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 41.77% | 38.03%+3.7pp | 156.71%-114.9pp | 372.94%-331.2pp |
| Employer contribution / active EE | $4,330 | $4,106+5.5% | $3,672+17.9% | $4,751-8.9% |
| Participant deferral / active EE | $7,298 | $7,599-4.0% | $7,418-1.6% | $6,710+8.8% |
| Admin fee / account holder | $21 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |