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 | $27,767 | $109,881-74.7% | $150,045-81.5% | $84,808-67.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 44.41% | 28.25%+16.2pp | 62.55%-18.1pp | 40.90%+3.5pp |
| Employer contribution / active EE | $2,223 | $3,561-37.6% | $4,693-52.6% | $2,631-15.5% |
| Participant deferral / active EE | $5,001 | $6,636-24.6% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $86 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |