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 | $16,455 | $202,432-91.9% | $169,368-90.3% | $139,434-88.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.80% | 531.74%-502.9pp | 405.60%-376.8pp | 372.94%-344.1pp |
| Employer contribution / active EE | $7,082 | $4,692+50.9% | $4,013+76.5% | $4,751+49.1% |
| Participant deferral / active EE | $8,852 | $6,938+27.6% | $6,221+42.3% | $6,710+31.9% |
| Admin fee / account holder | $18 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |