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 3-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 | $7,234 | $58,208-87.6% | $81,812-91.2% | $80,856-91.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 38.62% | 41.66%-3.0pp | 773.79%-735.2pp | 35.59%+3.0pp |
| Employer contribution / active EE | $1,807 | $2,340-22.8% | $2,912-38.0% | $2,755-34.4% |
| Participant deferral / active EE | $2,292 | $3,281-30.1% | $4,319-46.9% | $4,296-46.6% |
| Admin fee / account holder | $164 | $4,981-96.7% | $7,386-97.8% | $6,918-97.6% |