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 | $10,585 | $100,773-89.5% | $88,946-88.1% | $142,382-92.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.20% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,715 | $2,918-41.2% | $2,555-32.9% | $4,299-60.1% |
| Participant deferral / active EE | $2,733 | $5,230-47.7% | $4,581-40.3% | $6,507-58.0% |
| Admin fee / account holder | $196 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |