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 | $7,227 | $99,918-92.8% | $81,382-91.1% | $145,922-95.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 34.32%-20.1pp | 24.73%-10.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,514 | $2,978-49.2% | $2,463-38.5% | $4,660-67.5% |
| Participant deferral / active EE | $3,027 | $4,605-34.3% | $3,883-22.0% | $6,688-54.7% |
| Admin fee / account holder | $42 | $8,212-99.5% | $5,768-99.3% | $13,397-99.7% |