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 | $116,167-90.5% | $64,489-82.8% | $137,256-91.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 21.52% | 36.55%-15.0pp | 55.03%-33.5pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,402 | $2,483-43.5% | $1,523-8.0% | $4,156-66.3% |
| Participant deferral / active EE | $3,095 | $4,215-26.6% | $2,778+11.4% | $6,407-51.7% |
| Admin fee / account holder | $14 | $6,188-99.8% | $4,260-99.7% | $12,270-99.9% |