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 | $24,082 | $148,534-83.8% | $135,903-82.3% | $139,434-82.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.27% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,445 | $5,243-53.4% | $4,856-49.7% | $4,751-48.5% |
| Participant deferral / active EE | $10,144 | $8,100+25.2% | $7,758+30.8% | $6,710+51.2% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |