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 | $12,643 | $95,266-86.7% | $82,389-84.7% | $142,382-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.46% | 25.74%-2.3pp | 28.67%-5.2pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,979 | $2,991-33.8% | $2,517-21.4% | $4,299-54.0% |
| Participant deferral / active EE | $2,347 | $4,809-51.2% | $4,155-43.5% | $6,507-63.9% |
| Admin fee / account holder | $250 | $8,563-97.1% | $7,231-96.5% | $12,624-98.0% |