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 | $19,930 | $106,584-81.3% | $101,326-80.3% | $142,382-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.94% | 36.93%-11.0pp | 36.82%-10.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,193 | $3,956-69.9% | $3,665-67.5% | $4,299-72.3% |
| Participant deferral / active EE | $4,470 | $8,297-46.1% | $7,994-44.1% | $6,507-31.3% |
| Admin fee / account holder | $38 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |