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 | $7,856 | $100,773-92.2% | $88,946-91.2% | $142,382-94.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.97% | 70.18%-44.2pp | 57.82%-31.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $529 | $2,918-81.9% | $2,555-79.3% | $4,299-87.7% |
| Participant deferral / active EE | $1,137 | $5,230-78.3% | $4,581-75.2% | $6,507-82.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |