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 | $8,525 | $72,071-88.2% | $68,368-87.5% | $137,256-93.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.81% | 353.14%-329.3pp | 292.57%-268.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,033 | $2,788-63.0% | $2,649-61.0% | $4,156-75.1% |
| Participant deferral / active EE | $3,833 | $4,410-13.1% | $4,123-7.0% | $6,407-40.2% |
| Admin fee / account holder | $65 | $5,336-98.8% | $5,150-98.7% | $12,270-99.5% |