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 | $11,066 | $118,427-90.7% | $66,042-83.2% | $142,382-92.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 21.52% | 35.57%-14.1pp | 52.11%-30.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,402 | $2,570-45.5% | $1,579-11.2% | $4,299-67.4% |
| Participant deferral / active EE | $3,095 | $4,311-28.2% | $2,835+9.1% | $6,507-52.4% |
| Admin fee / account holder | $14 | $9,593-99.9% | $5,747-99.8% | $12,624-99.9% |