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 | $24,916 | $214,378-88.4% | $200,582-87.6% | $142,382-82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.30% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,989 | $6,841-70.9% | $6,419-69.0% | $4,299-53.7% |
| Participant deferral / active EE | $6,698 | $9,865-32.1% | $9,331-28.2% | $6,507+2.9% |
| Admin fee / account holder | $51 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |