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 | $106,749-74.0% | $145,433-80.9% | $82,448-66.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 44.41% | 27.59%+16.8pp | 66.58%-22.2pp | 41.64%+2.8pp |
| Employer contribution / active EE | $2,223 | $3,444-35.5% | $4,554-51.2% | $2,551-12.9% |
| Participant deferral / active EE | $5,001 | $6,519-23.3% | $7,897-36.7% | $4,139+20.8% |
| Admin fee / account holder | $86 | $8,390-99.0% | $13,129-99.3% | $7,234-98.8% |