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 | $112,729-87.5% | $98,716-85.7% | $137,256-89.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.97% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,174 | $2,725-56.9% | $2,279-48.5% | $4,156-71.8% |
| Participant deferral / active EE | $2,337 | $4,640-49.6% | $4,048-42.3% | $6,407-63.5% |
| Admin fee / account holder | $41 | $10,129-99.6% | $8,703-99.5% | $12,270-99.7% |