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 | $14,071 | $117,983-88.1% | $101,794-86.2% | $142,382-90.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.97% | 36.92%-17.9pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,174 | $2,773-57.7% | $2,289-48.7% | $4,299-72.7% |
| Participant deferral / active EE | $2,337 | $4,714-50.4% | $4,084-42.8% | $6,507-64.1% |
| Admin fee / account holder | $41 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |